Sector showdown: the top thematics managers over five years

Henning Padberg and Thomas Sorensen, managers of the Nordea 1 – Global Climate and Environment fund, are featured as one of the top thematic managers over the last five years. The managers focus not only on sustainability but also on robotics and technology-related strategies. Link

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Why volatility is key for selectors eyeing Alt Ucits bond strategies

Jon Jonsson, manager of the Neuberger Berman Global Bond Absolute Return fund, addresses the confusing branding used by Alt Ucits Bond Strategies, which is making selectors’ jobs harder. In Citywire Selector, he states “the key thing is that you have to be able to understand the volatility objective of the fund.” Link

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EMD chief on LatAm polls: ‘votes equal vol’ is an exaggeration

Featured in Citywire Selector, Gorky Urquieta, co-head of emerging market debt at Neuberger Berman, states the belief Latin America’s bumper election calendar will create market instability is over exaggerated. Urquieta notes EMD investors are preparing for a shock which might not come. Link

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AAA-rated Lundie unlocks credit’s hidden gems

Fraser Lundie, co-head of credit at Hermes Investment Management, is featured in Citywire Selector highlighting what he sees as the most underappreciated opportunity in credit right now in the shape of the credit curves. Lundie notes this underappreciated theme also understates the return potential of the asset class. Link

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Oil price spikes as Trump quits Iran nuclear deal

Following Trump’s withdrawal from the Iran nuclear deal, Richard Robinson, manager of Ashburton Global Energy fund, remarks in Portfolio Adviser that the short-term oil pricing response to the news may be flat or even negative but the implications for market fundamentals are bullish. Link

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Opportunities for companies ditching plastic

Esmé van Herwijnen, responsible investment analyst at EdenTree Investment Management, commented in The Times about the benefits of investing in companies that recycle existing materials as it reduces costs and exposure to the volatility of the oil price. She notes that there are economic benefits to be gained from recycling rather than purely environmental incentives. […]

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Tech a far safer sector than ‘lazy’ consumer stapes

Jeremy Lang, partner and co-founder of Ardevora Asset Management, discusses the opportunities in the tech sector, which was the top performing sector last quarter. Lang tells Money Observer that the tech sector is high risk but presents the possible opportunity for fast growth particularly as technology becomes integral to areas such as retail and media, simultaneously […]

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