Adam Lewis

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Is Odey right on ‘darkness and mist’ for global economy?

At a time in which the developed world is on the precipice of a recession that “will be remembered in a hundred years”, several high-profile fund managers were recently stripped of their Alpha Manager status by FE for being too bearish. Hedge fund manager and founder of Odey Asset Management Crispin Odey recently issued a […]

Nicholls eyes industrials for Bolton’s China Special Sits

The £623.5m Fidelity China Special Situations investment trust may see a move away from banks and a boost to industrials exposure when Dale Nicholls takes over the portfolio following Anthony Bolton’s retirement next year. Speaking at the Fidelity Asia Investment Insight Forum in Hong Kong this week, Nicholls said while there are no large differences in […]