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Markets ‘ignoring’ impact of euro weakness, says Hasenstab
Focus on structural headwinds is overshadowing how a weaker currency can drive growth, says blockbuster bond manager.
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Michael Lipper: modern investors’ hard search for value
While even investment greats have wrestled with finding real value, the Wall St veteran uses his latest blog to discuss different ways to tackle the theme.
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Revival or ruin: where now for the Russian equity market
INFOGRAPHIC: Citywire Global uncovers the facts, figures and lessons from history facing investors in Russia.
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JPM AM tweaks Japan equity fund to increase investment scope
Asset manager renames and alters investment approach for €290m fund to allow wider range of stocks in the strategy.
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Mobius and monetary policy: a roadmap of EM measures
The emerging markets veteran delves into the strategies of developing world central banks to reveal how investments are being impacted.
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Janus Capital US equity veteran retires
Director of research calls time on 29-year financial career and hands over four funds to be run on a team-based approach.
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German economist: eurozone nations must unite to confront Merkel
VIDEO: Former deputy finance minister Heiner Flassbeck believes the onus on change lies with Germany not peripheral nations.
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Boutique manager re-joins US group to head up healthcare team
New York-based asset manager makes second hiring in quick succession as 33-year market veteran returns.
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EMD elite: top local currency managers of the past three years
As risk appetite for emerging markets slowly diminishes, Citywire Global uncovers who went above and beyond their peers.
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Emerging markets duo exit Carmignac
EXCLUSIVE: Paris-based asset manager announces fund manager changes as pair of investors step down for personal reasons.
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Slow growth creates HY and EMD opportunities, says IG credit chief
Citywire + rated David Oliphant explains where he’s finding value in the current low yield environment but fears for a credit sector correction.
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