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All comment and opinions

EU flag

What next for EU economy?

Fri, 21/10/2016 - 11:56

Nancy Curtin, Chief Investment Officer at Close Brothers Asset Management, comments on the interest rate decision from the ECB… »

Paul-Georges Moucan, Quadra Capital Partners

China’s data in line with market expectations but tentative signs of momentum losing steam

Fri, 21/10/2016 - 11:50

Paul-Georges Moucan, Portfolio Manager at hedge fund Quadra Capital Partners, comments on China’s September activity data… »

The White House

US Election - An ugly debate keeps Trump alive

Wed, 12/10/2016 - 11:49

Libby Cantrill, PIMCO’s head of public policy, on the latest in the race for the White House… »

Michael Stanes, Heartwood Investment Management

Sterling weakens, but it’s not all bad news

Mon, 10/10/2016 - 10:57

Michael Stanes (pictured), Investment Director at Heartwood Investment Management, considers the wider implications of sterling’s depreciation downward spiral last week following the ‘hard Brexit’ discussions at the Conservative Party conference… »

James Klempster, Momentum

Global politics moving global markets

Fri, 07/10/2016 - 10:22

James Klempster (pictured), head of portfolio management at Momentum, explains how and why domestic and global politics is dominating the market agenda… »

Geraud Charpin, BlueBay Asset Management

The long and difficult wait for the bears

Fri, 07/10/2016 - 10:18

Geraud Charpin (pictured), Portfolio Manager, BlueBay Asset Management discusses how risk assets struggle to gain impetus as investors turn their attention to negative newsflow… »


Asset managers must address solvency issues

Wed, 05/10/2016 - 13:30

Tim Thornton, COO, Fund Services, MUFG Investor Services, comments on the rising capital requirements for fund managers… »

Jade Fu, Heartwood

OPEC announcement is not a game changer

Fri, 30/09/2016 - 10:17

Jade Fu (pictured), Investment Manager at Heartwood Investment Management, comments on OPEC’s (Organisation of the Petroleum Exporting Countries) surprise announcement to cut production…  »

Bill Prew, Indos Financial

Update on ESMA advice on AIFMD passporting

Thu, 22/09/2016 - 14:05

Bill Prew, CEO of Indos Financial writes on the recent developments with the AIFMD marketing passport and the implications for private placement and depositaries.  »

Searching for alternative beta

Fri, 09/09/2016 - 12:01

Bfinance’s Chris Stevens (pictured) reports on a recent manager search for alternative beta strategies for a large US corporate pension scheme with USD10 billion in assets under management. »

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