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US financials’ profits set to ‘dramatically improve’, says JPM’s Simon
The manager of the $4.1 billion JP Morgan US Value fund reveals his top sector bet and why it's poised to offer significant earnings upside.
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Packing a punch: outperforming blockbuster funds of 2014 revealed
Citywire Global scans the heaviest hitters in our database to uncover which mega-sized strategy produced the strongest performance last year.
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Star Alt Ucits team ups retail bets on oil weakness in €1.1bn fund
Citywire A-rated quartet adds to long positions to take advantage of falling oil price and brightening consumer outlook.
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Bill Gross: Fed finally grasps zero rate policy folly
Citywire A-rated bond veteran believes Janet Yellen and her peers are aware of distortions policy has caused but won’t rush to raise rates.
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Former AA-rated EMD manager joins Nordea
Developing world debt specialist joins asset management group in Copenhagen following one-year stint with LOIM, Citywire Global has learned.
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US equity veteran: how to avoid ‘earnings cacophony’
Smead Capital Management head says long-term investors should laugh off temporary price swings and focus on longevity.
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Long/short tech outperformer eyes ‘generational’ shift in autos
Citywire + rated César Zeitouni says 2015’s strongest trend will centre on automotive sector adopting high end technological advances.
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Indian equity star warns ‘lucky’ Modi over complacency
Citywire A-rated Prashant Kothari has pounced on the new PM’s pro-business agenda but believes low oil prices could prove problematic.
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Financial equity specialist leaves UBS
Former outperforming manager and insurance sector expert departs Swiss group to join US group, Citywire Global understands.
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Eaton Vance poaches high yield bond manager
US-based asset manager adds to international operations with hire of fund manager and analyst from rival group.
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Fidelity’s Siddle: time to tactically up European energy exposure
The Citywire + rated manager has moved to an overweight position in his €530m large-cap European equity fund.
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Mark Brugner, Towers Watson, Hong Kong
Citywire global events
Our events provide fund managers with the perfect platform to meet potential investors. Held in some of the world's most prestigious venues, they combine extensive networking opportunities, workshops and keynote sessions.
