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Asset manager’s regional equity head opts to reduce positions by almost a quarter to create more concentrated approach.

The EM veteran believes ‘Modi mania’ will give way to a painful correction if early euphoria does not produce meaningful reforms.

The manager of the $4.1 billion JP Morgan US Value fund reveals his top sector bet and why it's poised to offer significant earnings upside.

Citywire A-rated quartet adds to long positions to take advantage of falling oil price and brightening consumer outlook.

Jupiter’s Ariel Bezalel and Manulife AM’s Endre Pedersen identify the key trends and challenges facing Asia fixed income fund managers in the coming year.

Easy monetary conditions in the US have long dominated the investment climate. But as this era draws to a close, Daryl Liew is preparing for the impact on global markets

Citywire Asia speaks to fund buyers to find out what the bank's decision to exit the cash equities business means for its private banking operations.

Citywire A-rated bond veteran believes Janet Yellen and her peers are aware of distortions policy has caused but won’t rush to raise rates.

Citywire A-rated manager is keeping liquidity on hand in global equity approach as ‘risky businesses’ are being pushed to unsustainable levels.

Citywire A-rated Prashant Kothari has pounced on the new PM’s pro-business agenda but believes low oil prices could prove problematic.

Former outperforming manager and insurance sector expert departs Swiss group to join US group, Citywire Global understands.