05:01 | 21 Aug 2008
| By
Danielle Levy
JPM Natural Resources manager Ian Henderson believes the recent sell-off in commodities has nothing to do with fundamentals but rather forced selling and market speculation.
04:51 | 21 Aug 2008
| By
Danielle Levy
Newly AA-rated Tim Day and Chris Ford, who co-manage the Pictet US Equities fund, think US financials could benefit from a potential stabilisation in house prices. Meanwhile he thinks the US offers a viable alternative to investors whose fingers have been burnt in emerging markets.
09:56 | 20 Aug 2008
| By
Matthew Goodburn
The explosive conflict between Russia and Georgia has exacerbated some fund managers’ reservations on investing in the country
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.
10:05 | 19 Aug 2008
| By
Dylan Lobo
GAM's industry veteran Andrew Green describes the recent rally in markets as 'lazy' and does not foresee sharp cuts in interest rates.
06:16 | 19 Aug 2008
| By
Philip Haddon
Despite a 'bleak' outlook for economies around the world, Oyster European Opportunities manager Eric Bendahan thinks there could be a sustained rally in equity markets as early as the turn of the year. Meanwhile he is favouring growth companies and soft commodities.
06:13 | 19 Aug 2008
| By
Philip Haddon
Despite gold falling to below $800 for the first time in nine months on Friday and hitting his fund's performance, AAA-rated star US equity manager François Mouté is standing by his prediction of the gold price reaching $1600 per troy ounce in the next year.
06:10 | 19 Aug 2008
| By
Philip Haddon
As the stockmarkets of the Middle East fall, the manager of the Mashreq Arab Tigers fund is rueing the sellers who he thinks are panicking unnecessarily at the direction the oil price is heading in.
00:01 | 19 Aug 2008
| By
Drazen Jorgic
New York-based country allocation specialist Michael Keppler has advised investors to look beyond the dominant BRIC countries when investing in emerging markets
09:58 | 18 Aug 2008
| By
Sara Smith
Neptune's Rob Burnett says the confrontation between Russia and Georgia is unlikely to have a significant long-term impact on the market and economic growth will continue to be strong.
09:48 | 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.
06:21 | 18 Aug 2008
| By
Danielle Levy
With no end to the credit crisis in sight, Comgest’s Vincent Strauss believes Alan Greenspan and his policies have a lot to answer for.
06:11 | 18 Aug 2008
| By
Danielle Levy
With the price of gold falling below $800 last week, BGF World Mining manager Evy Hambro believes negative market sentiment has caused investors to overlook the fact miners could see a record year for earnings.
06:01 | 18 Aug 2008
| By
Jesus Segarra Sobral
AAA-rated Swede Gustav Rhenman thinks inflation will soon fall back to manageable levels in China and it is currently a good time to be investing in the country with a long term view.
06:11 | 15 Aug 2008
| By
Philip Haddon
Germany's leading fund manager, Dr. Jens Ehrhardt, has told Citywire that since Tuesday he has been moving his funds into cash. He paints a gloomy picture, believing markets will 'head south' for the long term.
06:01 | 15 Aug 2008
| By
Philip Haddon
Star European equity manager Nicolas Walewski has told Citywire he expects inflation expectations to soon be revised down, meanwhile he thinks the commodity story is 'fundamentally over.'
09:02 | 14 Aug 2008
| By
Philip Haddon
One of France's most experienced investors Christian Cambier, founder of French boutique Prigest, thinks that a strengthening dollar and weakening commodity prices show that stockmarkets are set for a turnaround.
09:01 | 14 Aug 2008
| By
Danielle Levy
Citywire AAA-rated Nick Williams, manager of the Baring Europe Select fund, thinks valuations in European small caps are compelling at the moment.
06:21 | 13 Aug 2008
| By
Philip Haddon
The manager of the €2.3 billion Franklin Mutual European fund, Philippe Brugère-Trélat, thinks there is plenty of value in Europe at the moment, even if it may take some time until the market turns in his favour. Meanwhile he sees little upside to commodities.
06:09 | 13 Aug 2008
| By
Danielle Levy
Synergy Smaller companies manager Cyril Charlot of Sycomore Asset Management has been talking down his own asset class. He believes the eurozone's small and mid caps are still looking expensive.
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