Ian Heath

Some sharp analysis of the French election here

💲ON THE RISE💲 Sustainable bond issuance on track to top $950bn this year, says @MoodysInvSvc. More on current trends in this specialist debt market below. ➡️tinyurl.com/ydsv8rwx ✏️@IanFCHeath

🤝MAJOR CHANGE🤝 @CapitalGroup appoints new CEO and finalises leadership transition 🤝Mike Gitlin replaces Tim Armour as CEO 🤝Martin Romo and Jody Jonsson appointed to senior roles. ➡️tinyurl.com/bdfuurdm ✏️@IanFCHeath

🗣️"A veteran has enough grey hairs to understand that some things may not be always linear." Experienced @mercer fund buyer Luca De Biasi explains why he expects stagflation perhaps more than his younger peers do. ➡️tinyurl.com/mum8rkxh ✏️@IanFCHeath

🗣️‘Our clients want us to keep it simple. They are looking for long-only equities, long-only bonds, some cash and that’s it.' Vincent Morel of Financière Arbevel says higher yields make it harder to justify complex strategies. ➡️tinyurl.com/5dkayxff ✏️@IanFCHeath

🚨EXCLUSIVE🚨 @BaronCapital has launched a Ucits-compliant, all-cap equity growth fund to be managed by its founder Ron Baron and his son Michael. ➡️tinyurl.com/mrxjrcce ✏️@IanFCHeath

🤝ON THE MOVE🤝 Former 40 Under 40 fund selector Pauline Tuccella has been appointed as a director and investment adviser at @UBS. More below. ➡️tinyurl.com/ycyd9nbc ✏️@IanFCHeath + @ariane_kho

🗣️"Clear signs of disinflation" @pgim Fixed Income's Cathy Hepworth talks through EMD opportunities in the first of a two-part series looking at developing world debt opportunities. ➡️tinyurl.com/3593s2dk 🎙️@IanFCHeath

🗣️"Argentina always surprises you" @Vontobel's Thierry Larose joins the #SelectionShow to discuss: 🔄Rotating from LatAm to Asian debt 🇧🇷How Lula and his team have done 🇦🇷The rise Milei in Argentina and why it should generally be avoided ➡️tinyurl.com/2re87trp 🎙️@IanFCHeath

❌ON THE MOVE @carmignac recruits another PM from @AmericanCentury, which comes as AAA-rated emerging market debt manager exits. Full story below. ➡️tinyurl.com/222ejaxv ✏️@IanFCHeath

❌Paris-based equity boutique Phileas Asset Management has been wound up and one of the fund managers has moved with the fund to @EricSturdza_Inv, @cwselector has learned. ➡️tinyurl.com/mr464m2d ✏️@IanFCHeath

🇨🇳 The latest #SelectionShow podcast with... @GuinnessGI' Sharukh Malik. In this episode, he discusses how learning Mandarin, monitoring Chinese social media and other techniques help him understand the world’s second largest economy. ➡️tinyurl.com/57jb8k8f 🎙️@IanFCHeath

So many topics for a 25 minute chat... My new Selection Show podcast with Kamil Dimmich is well worth a listen. Check it out below.

Great to catch up with Chris Reid, who gave me the lowdown on how markets changed while he was back at university trying to shake off his 'dinosaur ' status

🗣️"I’ve seen this before and it generally ends in tears" Comgest veteran Richard Kaye doubts governance reforms will drive a broad rally in Japanese equities. Watch the full video below. ➡️tinyurl.com/2s3tnjt5 ✏️@GerseyDevil

Great to get in the studio again. Thanks to Ashton Parker of @LOIMnews for dialling in for our interview!

.@LOIMnews & system change analysts Systemiq have announced a partnership to develop a dedicated sustainable investment platform within the asset manager. ➡️tinyurl.com/mmurvk5r ✏️@GerseyDevil

@double_you_ess @tanxchan Cap Group's fixed income chief says to ditch cash for bonds👇🏽 By @GerseyDevil and James Phillips citywire.com/pro-buyer/news…

🗣️"We would ideally want another 100bps..." Why Munizich & Co's co-head of public markets strategies wants to see a little more widening in the credit spreads. He visited Citywire Studios to discuss. ➡️tinyurl.com/yd7yh5xu ✏️@GerseyDevil