Brian Cullen, manager of the SWMC UK Fund, is playing UK exporters as an unloved route into the European recovery. Despite continuing uncertainties around Greece, Cullen tells Citywire Wealth Manager the feedback from company meetings is much more positive than wider investor sentiment. Continue reading “S.W. Mitchell’s Cullen: finding value in UK exporters”

Barry Norris, fund manager and founder of Argonaut Capital, speaks on CNBC’s Squawk Box about opportunities for equity investors in Europe. Continue reading “Fund manager ‘bearish’ on commodity stocks”

Argonaut Capital CEO Barry Norris has doubled his short position in Standard Chartered, warning ‘the worst is yet to come’ for the bank. AA-rated Norris has been short Standard Chartered for around two half years, but upped the position from 3.5% to 5% of the Argonaut Absolute Return fund earlier this week, reports Citywire Wealth Manager. Continue reading “Norris: Why Standard Chartered is my biggest short”

Citywire AA-rated Barry Norris has made banking group Standard Chartered the biggest short bet in his FP Argonaut Absolute Return Fund as a result of ongoing challenges for the company, reports Citywire Global.  Continue reading “Euro equity star Norris makes StanChart his biggest short bet”

Geir Lode, head of global equities at Hermes and manager of the Hermes Global Equity fund, tells Investment Week five technology stocks that may not necessarily be ’empire-building’ but nonetheless offer sustainable returns for shareholders. Continue reading “Hermes’ Lode: Five tech stocks to avoid the hubris premium”

The uncertainty surrounding Bank of America Merrill Lynch’s decision on whether to include emerging market bonds in a new index could cause major headaches for managers, Neuberger Berman’s Andrew Wilmont warns Citywire Global.  Continue reading “High yield chief warns of major new EM bonds headache”

A new CEO at Standard Chartered has done little to assuage the bearish views of Barry Norris, CEO of Argonaut Capital. Financial News reports Norris has increased his short position in Standard Chartered and has issued a warning that the “worst is yet to come” for the emerging markets-focused bank. Continue reading “Argonaut gets its Winters shorts on”

Saudi Arabia is heading to the debt market seeking $27bn as low oil prices begin to weigh on the country’s finances. Despite the rising budget deficit, Neuberger Berman’s Kaan Nazli tells City AM that Saudi Arabia is still fiscally strong, with the bond issue set to attract a lot of investor interest.  Continue reading “Saudi Arabia heads to the debt markets as low oil prices weigh on budget deficit”

Saudi Arabia is reportedly aiming to raise $27bn in the debt markets by the end of the year, as the world’s largest oil exporter country feels the impact of lower crude prices. Kaan Nazli, emerging market debt senior economist at Neuberger Berman, tells Investment Europe why the ‘exceptionally strong’ Saudi sovereign will attract widespread investor interest. Continue reading “‘Exceptionally strong’ Saudi sovereign will see strong demand”

In this AlphaScene update, Guy Barnard, co-head of global property equities at Henderson Global Investors, discusses the opportunities on offer in UK and European property markets: Continue reading “Cyclical upswing boosting property prospects”