Funds & Fund Managers
AAA-rated Lundie: it’s time to get tactical on energy
Hermes’ co-head of credit says avoiding basic industry has helped propel performance.
Brexit will keep BOE from raising rates, says HY CIO
Invesco’s CIO of high yield and multi-sector credit explains how he is betting around the Brexit negotiations.
Selector snapshot: top alt bets and bonds outperformer
Matejka & Partner Asset Management’s Florian Rainer reveals the offbeat funds he is backing.
Why ‘burned’ investors are warming to alternative EMD
Sector specialist Arif Joshi highlights his best currency bets for 2017 and beyond.
A-rated manager: tech to benefit from rising M&A activity
RWC’s Davide Basile says is favouring the tech sector and highlights the sectors he is cautious on.