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4 days ago | 
citywire.com | Dylan Lobo |Miles Costello |Natalia Vasnier |Simon Evan-Cook
Like much of the global economy, the outlook for Japan is currently highly uncertain. Hopes that the return of inflation and ta normalisation of interest rates would at last reignite growth have been upended in 2025 by Donald Trump’s tariffs war – Japan was hit with an unexpectedly high 20% levy while the country’s large autos sector faces 25%. But for Man’s country specialist and Elite Investor, Emily Badger, these are exciting times.
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4 days ago | 
citywire.com | Michelle McGagh |Himanshu Singh |Simon Evan-Cook |Sophie Downes
Our daily roundup of analyst and fund manager commentary on shares. Twitter Facebook Linkedin WhatsApp >print Already have an account? Do you personally advise on or manage investments for clients?
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1 month ago | 
citywire.com | Michelle McGagh |Miles Costello |Himanshu Singh |Simon Evan-Cook
Darren Jaroch is an Elite Investor thanks to his performance managing the Putnam Large Cap Value Fund, which puts him among the top 3% of equity managers out of more than 10,000 tracked by Citywire.
The fund, which is also overseen by fellow Elite Investor Lauren DeMore, has a 30-strong team of analysts to drawn on. They carry out almost all their own fundamental analysis, drawing only minimally on proprietary quantitative models.
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1 month ago | 
citywire.com | Julian Bovill |Michelle McGagh |Simon Evan-Cook
Our daily roundup of analyst and fund manager commentary on shares. Twitter Facebook Linkedin WhatsApp >print Already have an account? Do you personally advise on or manage investments for clients?
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2 months ago | 
citywire.com | Jaco Visser |Ian Heath |RUAN JOOSTE |Simon Evan-Cook
BlackRock has overhauled its Global Emerging Markets (GEM) division and split it into two distinct teams, Citywire Selector has learned.
The changes include the recruitment of two senior investors in Asia and the repositioning of certain portfolio managers, team leaders and strategies.
The resulting structure will create an EM & Asia Core Team in Hong Kong and an EM & Frontiers Team based in London, with the division remaining under the overall leadership of emerging markets CIO Belinda Boa.
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2 months ago | 
citywire.com | Justin Adam Brown |Jaco Visser |RUAN JOOSTE |Simon Evan-Cook
From a valuation perspective, Anchor Capital believes investors could ‘buy with impunity’ if market turmoil knocks the S&P 500 index below 4,500 points.
During a webinar, Anchor chief executive and co-chief investment officer (CIO) Peter Armitage said that if the S&P 500 fell below 5,000, Anchor would buy ‘selective’ shares.
‘You can easily see the market up or down 10% over the course of the next few weeks,’ he added. Already have an account?
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2 months ago | 
citywire.com | Savannah Cobb-Thomas |Simon Evan-Cook |Fergus Horsfall
Former BlueOrchard CEO Philipp Mueller has been appointed chief executive of Zug-based global impact investment firm Blue Earth Capital. He will assume his duties in October.
Mueller joined BlueOrchard in 2018 as a managing director and head of investment solutions; he became CEO in 2020.
BlueOrchard announced last week that Michael Wehrle, who joined the firm as head of investment solutions in 2021, is taking over as CEO. Already have an account?
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2 months ago | 
citywire.com | Miles Costello |Michelle McGagh |Simon Evan-Cook
The FTSE 100 added to yesterday’s gains after global markets steadied on positive noises from the White House around trade negotiations, including a deal with the UK.
The main UK index was up 0.8%, or 63 points, at 8,196 as the S&P 500 enjoyed back-to-back daily gains for the first time since US president Donald Trump announced reciprocal tariffs on 2 April, before mostly pausing them a week later.
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2 months ago | 
citywire.com | Sophie Downes |Joe Stonor |Victoria Bell |Simon Evan-Cook
Cross-jurisdiction advice specialist Maseco Private Wealth has added seven new partners as the firm bolsters its leadership team amid fast expansion.
London-based Maseco, a two-time Citywire New Model Adviser cover star which specialises in advising clients with planning needs in both the US and UK, has grown quickly in recent years.
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2 months ago | 
citywire.com | Sophie Downes |Miles Costello |Simon Evan-Cook |Michelle McGagh
Graeme Forster is an Elite Investor, placing him among the top 3% of best performers out of more than 10,000 equity managers tracked by Citywire. He runs the Orbis Global Value Fund, which hunts for fundamentally strong companies with shares that have been mispriced by the wider market.
Forster and his team draw on the best ideas from a large pool of analysts worldwide while also using computer-driven models and screening tools.
