SYZ Asset Management: Trio of rated managers reveal their top offbeat plays

Mike Clements, manager of the Oyster Continental European Selection fund at SYZ Asset Management discusses in Citywire Selector why the exchange traded fund (ETF) provider Flow Traders is an attractive investment both in the short and long-term. He explains that in the short-run, it is an interesting play on volatility, and in the long-run it […]

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Hermes: Credit investors stretching for yield as volatility returns

Fraser Lundie, co-head of credit at Hermes Investment Management, explains that with interest rates set to rise, volatility will increase and investors could expose themselves to too much risk. Instead, Lundie recommends active management of high-yield instruments and careful attention to credit quality, as well as the difference between these instruments. Link

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Fund Managers to Investors: Be Afraid

Fraser Lundie, co-head of credit at Hermes Investment Management, explains that while a lot of credit investors have turned to high yield bonds in a period of low volatility, as markets evolve these investors could face “a range of nasty surprises”. In Institutional Investor, he adds that this could have a downward effect on the […]

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How to Make Money When Market Volatility Rises

Mike Clements, manager of the Oyster Continental European Selection fund at SYZ Asset Management talks to Morningstar’s Emma Wall about current opportunities in a strong European economy. He explains that his fund continues to succeed by investing in the Italian loan crisis and by playing on rising volatility. Link

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EdenTree: Undervalued Asian markets ripen as China fears abate

As Chinese markets move out of a slump, David Osfield, co-manager of the EdenTree Amity International fund, defends his strong overweight allocation to Asian equities. He explains in FE Trustnet that Asian markets closely follow China’s lead and highlights the example of Taiwan’s recent success. Link

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Nordea Asset Management: Capitalise on an Indian summer

Jorry Rask Noddekaer, manager of the Nordea 1 Emerging Stars Equity fund, banks on Indian mall developer Phoenix Mills to deliver in the country’s positive investment climate. In the Times, he justifies his pick by explaining that the firm has recently secured substantial Canadian investment. Link

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Hermes Investment Management: Capitalise on an Indian summer

Gary Greenberg, head of global emerging markets at Hermes Investment Management, picks innovative new businesses like HDFC Bank to thrive in India. In the Times, he backs this up by saying that the financial services group is not obligated to finance the pet projects of local government. Link

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Ashburton Investments: Capitalise on an Indian summer

Jonathan Schiessl, manager of the India Equity Opportunities fund at Ashburton Investments, notes that recent regional elections in India confirm support for Narendra Modi as he enters his third year in power, thereby ensuring political stability in the country. In the Times, he posits that Indian consumer goods and infrastructure companies will be the ones […]

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SYZ Asset Management: Capitalise on an Indian summer

Roberto Magnatantini, head of global equities at SYZ Asset Management, tells the Times that the auto and media sectors are set to grow in India. He explains that especially in the case of media companies there is a largely untapped market, and he chooses Zee Entertainment as his top stock pick in the sector. Link

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Active management stages a comeback

Katia Coudray, chief executive at SYZ Asset Management, explores the comeback of active management in the Financial Times. She explains that while the rise of passive investment after the financial crisis was driven by a bull market, this is unlikely to last. Index performances are likely to fall, thereby inviting the return of active management. […]

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