The last few years have been a tumultuous time for all those in the finance industry, to put it mildly, and an extraordinary period for anyone investing in and trading financial stocks.
Guy de Blonay and Philip Gibbs
With valuations crashing and bail-outs aplenty, the banking industry has seen a dramatic reshaping of its landscape in the wake of the financial meltdown of 2007 and 2008 - and the restructuring of the global financial system is still gathering pace.
The turmoil has presented a wealth of opportunities for long/short equity managers focused on trading the financial sector, but not all of these specialists have been correctly positioned to reap the rewards.
One of the sector's undoubted star managers is Philip Gibbs, who leads Jupiter Asset Management's financials team. Known for his bold and distinctive approach to equity investing, which relies on his ability to make the right macro...