Funds & Fund Managers
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AA-rated manager: why the market is wrong on Fed rates
BlueBay’s Russel Matthews says he is betting the market is wrong on the amount of Fed rate hikes.
ECB is not taking inflation targets seriously, says Pimco’s Balls
Andrew Balls says inflation is low but stable across Europe and investors should take care not to get trapped in local markets.
European investors bolster bonds as flows jump
Investors push money into bond strategies and pull money out of Spain.
Fixed income chief: don’t forget about LatAm
Banque de Luxembourg’s Jean-Philippe Donge says he is still positive on Brazil.
Columbia Threadneedle’s currency chief exits
Department head ends six-year stint with AM firm, Citywire Selector can reveal.
AB’s Taylor: why Italian debt is attractive
Alliance Bernstein’s John Taylor says Italian sovereign offer cheap yet enticing returns compared to the rest of Europe.