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Swiss & Global AM bond chief ups Brazilian bets
Swiss group's fixed income head Enzo Puntillo names the 'fragile five' economies to back but thinks Turkey remains vulnerable.
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Hasenstab bets big on yen weakness amid currency calls
Bond market heavyweight positioning for a strong US dollar against the Japanese currency in his blockbuster fund.
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HY issuance set to sky-rocket, says Alt Ucits credit manager
Increased efforts among EM and non-core European issuers will drive record levels after pace slackened, Candriam's Patrick Zeenni has said.
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Alt Ucits outperformer bolsters EM consumer plays
Changing sentiment and stable currencies have seen Citywire + rated Charles-Henri Neme alter bets in his €372 million fund.
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Skagen strengthens manager line-up on €1bn fund
Nordic investment firm set to assign new recruit to portfolio management role on global equity fund.
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Double hire for ING IM’s dividend strategies team
Dutch asset manager strengthens equity value unit with re-appointment of duo from Benelux rival.
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Gold diggers: the top investors buying the yellow metal
Citywire Global canvassed a host of fund managers and selectors on how far they feel the asset class is correlated to political and economic upheaval.
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Commodities veterans reveal top oil services and copper picks
VIDEO: Speaking from San Francisco, Franklin Templeton's Stephen Land and Fred Fromm outline the stocks they are backing to outperform.
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SLI’s EMD head House: why I'm bulking up on Venezuela
Investors are too focused on default expectations, says Richard House, who now holds double the benchmark weighting.
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Candriam switches lead manager on thematic fund
Asset management firm appoints equity specialist to take over on strategy focused on telecoms sector.
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Neuberger Berman unveils EMD blend fund
Asset manager strengthens specialist unit with Ucits-compliant version of existing US mutual fund.
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