AAA-rated Monson thinks smoke of crisis is clearing

12:46 | 07 Jan 2009 | By Philip Haddon

Star Sarasin fund manager Guy Monson believes the global financial crisis is now dying down and he is finding entry points back into global stockmarkets.

New Star manager convinced that value will deliver

06:01 | 07 Jan 2009 | By Philip Haddon

European equity manager Nick Sheridan of New Star is not anticipating a sustained stockmarket rally any time soon, but he thinks value stocks are set to outperform growth again.

Financials veteran eyes insurance sector

16:52 | 06 Jan 2009 | By Matthew Goodburn

Jupiter's financials veteran Philip Gibbs is eyeing selective opportunities in the insurance sector despite his continuing bearish stance on the outlook for global financials.

Emerging markets: why this crisis is different

07:01 | 06 Jan 2009 | By Angus Foote

The best way to generate returns from emerging market debt over the coming months is to back sectors which are most likely to be supported by public money, says Fortis Investments’ CIO of emerging debt.

Best fund managers for global bonds

09:00 | 05 Jan 2009 | By Philip Haddon

Only three managers in the global bond sector have outperformed their peers for each of the past five years. Citywire can exclusively reveal the identity of Europe's elite bond specialists.

European outlook 2009: Tough times ahead as recession bites

08:00 | 31 Dec 2008 | By Sara Smith

Tight credit conditions, weakening consumer demand and rising unemployment will leave Europe facing very tough headwinds in 2009, say top European fund managers.

US equity manager bucks the trend in year of outflows

06:30 | 30 Dec 2008

As her country's funds industry is hit by record outflows, a Spanish-based US large cap manager has seen strong inflows. For 2009, however, she sees a serious risk of deflation spreading worldwide.

Russia specialist warns of dramatic slowdown

06:30 | 29 Dec 2008 | By Angus Foote

Investors in Eastern Europe should brace themselves for a dramatic slowdown in growth in 2009, according to regional specialist East Capital, but those who look carefully will be able to find attractive valautions.

UK's top performing fund manager outlines his vision for 2009

08:00 | 28 Dec 2008 | By Dylan Lobo

Neptune's Chris Taylor, who delivered a staggering return on his Japan Opportunities fund in 2008, expects to maintain the bearish stance which served him so well.

'Explosive' Asian stockmarket recovery predicted for 2009

06:30 | 24 Dec 2008 | By Philip Haddon

When Asian markets troughed in September 1998, they then rebounded to return 140% in ten months. Henderson's Andrew Beal predicts a similar bounce in 2009.

Fortis CIO predicts 2009 equity returns of 15%

09:35 | 22 Dec 2008 | By Philip Haddon

As 2009 approaches, Fortis' Investments global CIO William De Vijlder has drawn up a long list of asset classes he thinks are undervalued. He expects a rally in the second quarter and thinks equities will return as much as 15% for the year.

Russian market 'vastly oversold'

07:01 | 19 Dec 2008 | By Philip Haddon

Raiffeisen's eastern Europe specialist Angelika Millendorfer thinks that despite the dismal economic outlook, Russia's stockmarket has been 'vastly oversold.'

Pattullo slams Deutsche Bank over bond no-call

10:52 | 18 Dec 2008 | By Sara Smith

Deutsche Bank's unprecedented move not to call a ten year Lower Tier 2 bank bond at the normal five-year option point will result in massive reputational damage, say leading figures in the industry.

Aberdeen's Stout goes bullish on commodities

09:33 | 18 Dec 2008 | By Danielle Levy

After viewing the concept of the commodities super-cycle with suspicion, Aberdeen Global Equity manager Bruce Stout says valuations in the sector now look attractive.

Asset allocator sees case for euro strengthened by crisis

06:11 | 18 Dec 2008 | By Philip Haddon

SGAM's head of strategy and economic research has poured scorn on those betting on the break-up of the euro. On the contrary, she thinks the crisis has strengthened its case and more countries will want to jump on board.

Turkey delights top EMEA manager

06:51 | 17 Dec 2008 | By Philip Haddon

Morgan Stanley's AAA-rated EMEA manager Eric Carlson has overweighted Turkey in his portfolio as its 'assets are cheap and expectations are low.'

Emerging markets: country allocation is not enough

09:21 | 16 Dec 2008 | By Philip Haddon

The top emerging markets Europe manager of the past year, Berenberg's Peter Reichel, thinks that country allocation will not be enough to succeed in emerging markets in future. Stockpicking will be the key.

Shipping, oil and fish: the case for Nordic equity

06:00 | 15 Dec 2008 | By Jesus Segarra Sobral

Leading Nordic fund manager Jarl Ulvin believes the range of specialised market-leading businesses across the region should encourage investors to regard it as a distinct investment story.

Emerging markets an 'absolute bargain' for Hexam fund manager

09:51 | 12 Dec 2008 | By James Phillipps

The valuations in emerging markets have fallen back so sharply that investors should ‘grab this opportunity with both hands’, according to Hexam Capital’s Bryan Collings.

How to make money in European equities

06:00 | 12 Dec 2008 | By Jonathan Miller

Gérard Leudière at Seven Capital Management has generated positive returns over the last year, helped by the unusual structure of his fund.

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