Three experts in emerging market equities – Nordea’s Jorry Noddekaer, T. Rowe Price’s Anh Lu, and Hermes’ Gary Greenberg – tell FE Trustnet about the sector they think will lead the next leg of the rally in the developing world. Continue reading “What to look for in your emerging markets fund”

Shorting stocks is a divisive practice but one which can prove particularly fruitful in volatile markets. Citywire Global canvasses three leading long/short equity investors, including Argonaut’s Barry Norris, to uncover powerful short positions. Continue reading “Life is short: three top managers reveal greatest ever short bets”

In this Alpha Sight update, Pete Drewienkiewicz, Redington’s head of manager research, discusses some of the esoteric areas pension schemes are exploring in the search for high-coupon cash flows. Continue reading “Pension schemes exit equities for esoteric areas”

Product tankers offer an innovative and rewarding exposure to cheaper oil price given their geographic reach and the high demand for oil. In this article for Citywire Global, SWMC’s Jamie Carter discusses why the oil slump is a positive for investors and identifies the only pure play in the product tankers industry. Continue reading “The offbeat oil bet to ride out the commodities slump”

If fund managers had fan clubs one of the largest would surely be that of Nicolas Walewski, writes Chris Sloley. Here, the Citywire AA-rated manager reveals his top positions. Continue reading “Alken’s alchemist: European equity star Walewski reveals top plays”

Tim Crockford, portfolio manager at Hermes Sourcecap, explains to Alpha Sight why today’s European earnings forecasts are still too pessimistic.

Continue reading “European earnings expectations are too low”

Hermes’ Fraser Lundie and Ardevora’s Gianluca Monaco tell Investment Week more about their best contrarian stock, sector and regional picks for 2015.

Continue reading “Brazil, steel, John Menzies: The top contrarian trades revealed”

The attractiveness of high yield credit has increased in recent months, as the energy-heavy sector was sharply impacted by the disruption in the oil market. Stenham’s Tim Beck writes that for traditional credit investors, potential returns are constrained & risks elevated. Continue reading “Avoid the ‘deteriorating’ high yield credit market”

As regulators worry that a large-scale exit from bonds could cause the market to seize up, Hermes’ Fraser Lundie speaks to the FT’s Judith Evans about the risk posed to funds.

Continue reading “Bond liquidity risks top fund managers’ agenda”

Demand for investment trusts is on the up and accelerating – but, writes Winterflood’s Helen Oxley for Professional Adviser, getting hold of them on behalf of clients still isn’t as straightforward as it should be.

Continue reading “Investment trusts: How a surge in demand masks a bigger problem”