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Fund Manager Views

Lyttleton concerns lead OPM into Russell's new absolute return fund

00:01 | 21 Aug 2008 | By Dylan Lobo

OPM has backed Cazenove’s new UK Absolute Target Return fund run by Tim Russell (above) as its concerns grow over the volume of money flowing into BlackRock’s version of the fund.

Fund managers split on Russia-Georgia fallout

09:30 | 20 Aug 2008 | By Matthew Goodburn

The explosive conflict between Russia and Georgia has exacerbated some fund managers’ reservations on investing in the country

Oil price fall is a short-term blip, says A-rated BNY Mellon manager

06:01 | 20 Aug 2008 | By Danielle Levy

BNY Mellon Asian Equity manager Jason Pidcock believes the upward trend in the oil price will continue despite recent price falls. The A-rated manager is also banking on further dollar weakness and a rise in the gold price. 

The Daily Interview: Swip multi-manager team looks for shelter in infrastructure

00:01 | 20 Aug 2008 | By Dylan Lobo

The Scottish Widows Investment Partnership (Swip) multi-manager team of Mark Harries and Simon Wood has bought into infrastructure in a bid to reduce its multi-asset fund of funds’ correlation with the downturn in markets.

UK economic problems could last for years, warns GAM's Green

00:01 | 19 Aug 2008 | By Dylan Lobo

GAM's industry veteran Andrew Green (pictured) describes the recent rally in markets as 'lazy' and does not foresee sharp cuts in interest rates.

Anthony Bolton protégé highlights 3 ways to make money from inflation

12:34 | 18 Aug 2008 | By Dylan Lobo

Anthony Bolton's Protégé Aruna Karunathilake (pictured) has highlighted three ways to make money from the stockmarket through the build up of inflationary pressures.

The Daily Interview: US housing problems scarcely begun, says Elvey

09:03 | 18 Aug 2008 | By David Campbell

Non-recourse mortgages mean that US borrowers will get back on their feet quickly but banks will be crippled, warns JO Hambro US manager Gordon Elvey.

The Daily Interview: Beware bank bonds, warns A-rated Woolnough

09:06 | 14 Aug 2008 | By David Campbell

Investors tempted by the yield expansion on bank bonds after the collapse of Bear Stearns should tread carefully, Citywire A-rated Richard Woolnough of M&G has warned.  

The Daily Interview: ECB stance on rates hampering recovery, says Geikie-Cobb

00:01 | 12 Aug 2008 | By Sara Smith

Thames River manager Peter Geikie-Cobb believes the European Central Banks recent hike in interest rates could lead to serious deflationary issues.

The Daily Interview: Resource bubble masks recession, says Aberdeen's Stout

09:01 | 11 Aug 2008 | By David Campbell

One year on from the start of the credit crunch and the only thing disguising the recession the western world has entered is a resource bubble, Bruce Stout of Aberdeen Asset Managers has warned.  

The Daily Interview: US more than half way through crisis, says JP Morgan's Fish

08:51 | 08 Aug 2008 | By Dylan Lobo

Garrett Fish, manager of the JP Morgan American Investment Trust, says the US is more than half way through its crisis, although he anticipates more problems for the nation's leading investment banks.

The Daily Interview: Worst is over for Europe says Aegon's AA-rated Fraser

00:01 | 07 Aug 2008 | By Sara Smith

Europe is over the worst of the credit crunch and should start to recover through to 2009, according to Stuart Fraser, head of European equities at Aegon Asset Management.

Oil price correction necessary to support demand, say managers

12:44 | 05 Aug 2008 | By Sara Smith

Leading commodity fund managers seem pleased that oil is correcting in the short-term, arguing that it is necessary to support demand.

The Daily Interview: Insight's Cawker reaps absolute return rewards

00:01 | 05 Aug 2008 | By Sara Smith

Insight's Andrew Cawker says careful long/short matching is key to generating consistent returns with minimal volatility.

The Daily Interview: The bond man who excelled in the credit crunch

00:01 | 31 Jul 2008 | By David Campbell

Peter Harvey has made up for a slow start on his Cazenove Strategic Bond fund and left the pack for dust in the last year.

H-shares are the best way into China's growth, says Aberdeen's Young

10:42 | 30 Jul 2008 | By Philip Haddon

With the Olympics starting next week and the world's attention focusing on China, Aberdeen's renowned Asian investor Hugh Young thinks the best way for investors to access the country's growth story is through the Hong Kong H-share market.

The Daily Interview: Premier's Fen Sung taps into Chinese green energy story

00:01 | 30 Jul 2008 | By Sara Smith

Premier Asset Management's Fen Sung is targeting Chinese environmentally friendly firms in anticipation of a substantial increase in the amount of energy produced through green power generation in the country.  

Gartmore's Williams lists top micro-cap tips

00:01 | 30 Jul 2008 | By Sara Smith

Gartmore's Gervais Williams has named some of his favourite micro-cap plays following the sell off across UK markets  

Lyxor launches first Gulf-focused ETF

14:36 | 29 Jul 2008 | By Daniel Grote

Lyxor says it new Kuwait ETF will attract investors looking for a 'tactical satelite' for their investment portfolios, and will open up the country to more liquid global trading.

Rensburg's Morton backs BG Group over oil giants

12:25 | 24 Jul 2008 | By Nicholas Paler

BG Group has more exciting growth prospects than BP and Shell, says Rensburg's Colin Morton.  

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