Money Masters
Why Schroders’ Sue Noffke is still backing UK stocks after Brexit
The Schroders UK equity boss tackles some of the toughest questions in markets for FN's Money Masters series
Blue Whale’s Stephen Yiu on why he loves inflation, but isn’t interested in China
Yiu is betting big on tech stocks to withstand pressure on margins in the wake of the pandemic
4 min read
Mark Mobius says pile 10% into gold, and calls China crackdowns ‘a good thing’
'The idea of gold is that it is emergency money,' says the veteran investor and founder of Mobius Capital Partners, as he mulls inflation risks
3 min read
LGIM’s Laud warns that bond investors face inflation reckoning: ‘Prepare for a more volatile environment’
Chief investment officer of the UK's largest asset manager warns return-hungry investors are turning away from bonds
2 min read
FN Money Masters: Top fund managers on where to invest now
Elite asset managers tackle 2019's toughest investing questions from Brexit to Trump
2 min read
Pimco’s Ivascyn says US-China trade war deal ‘very hard to come by’
Dan Ivascyn, group chief investment officer at Pimco, expects the Fed will cut rates again in 2019 and said there is a one-third chance of a 2020 recession
3 min read
Rob Arnott: Faang is out, Fanmag is in — and it is a bubble
Research Affiliates partner and chairman argues that Microsoft belongs in a category with fast-growing tech stocks
2 min read
UK assets too hot to handle while Brexit and Corbyn risks loom
Investment heavyweights warn investors will continue to shun the UK until such threats can be completely discounted
3 min read
Amundi CIO: We have the ‘ingredients’ of a liquidity crisis in fund management
Pascal Blanqué said search for yield and liquidity mismatches a significant risk
3 min read
Tech companies are everywhere in the market, says Allianz GI’s Macdonald
The chief investment officer, global equities insists ‘we don't see the world in MSCI sectors’
2 min read
No recession and a Trump win in 2020: Mark Mobius on what’s next for the US
The emerging markets veteran said Trump will stimulate the US economy ahead of the 2020 election
