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All comment and opinions

Anna Stupnytska

UK inflation will continue heading higher

Tue, 16/08/2016 - 13:08

Anna Stupnytska (pictured), Global Economist at Fidelity International comments on the latest UK inflation figures…   »

Mike Amey

MPC to be in ‘easing mode a good while to come’

Thu, 04/08/2016 - 15:50

Mike Amey (pictured), Head of Sterling Portfolios at PIMCO comments on the Bank of England’s decision to cut interest rates…  »

INDOS comments on Brexit implications for AIFMD depositaries

Mon, 11/07/2016 - 12:02

Bill Prew (pictured) from the INDOS Group has written a note on the implications of Brexit on AIFMD depositaries. “A UK withdrawal from the European Union (EU) following the 23 June 2016 ‘Brexit’ Referendum has potential implications on the existing requirement for UK Alternative Investment Fund Managers (AIFMs) to appoint, in certain circumstances, a depositary under the Alternative Investment Fund Managers Directive (AIFMD),” he writes.  »

Passports

Passporting post Brexit

Thu, 30/06/2016 - 09:29

In the wake of last week’s referendum result, there are obviously a number of questions regarding regulation and passporting. Bobby Johal, Managing Consultant, Cordium, comments… »

Macro Thoughts: Thanks a 1.27 million

Fri, 24/06/2016 - 11:44

Keith Grindlay of Macro Thoughts comments that as if 1.27 million more UK voters voting to leave Europe than to stay wasn’t shock enough, David Cameron has proven that UK unemployment would go higher with a vote to leave, by increasing unemployment by one, announcing his resignation as Prime Minister by October.  »

Saker Nusseibeh

Three ‘axes’ to Brexit debate

Thu, 02/06/2016 - 13:11

The debate around Brexit revolves around three distinct axes, each of which offers somewhat different outcomes for each side of the campaign, says Saker Nusseibeh (pictured), Chief Executive, Hermes Investment Management… »

Geoff Blanning

Commodities - the bear market is over

Wed, 01/06/2016 - 12:09

Geoff Blanning (pictured), Head of Commodities, comments on why he believes that a new bull market for commodities has begun… »

Timothy Massad

CFTC takes ‘significant step’ towards finalising rules on position limits

Fri, 27/05/2016 - 10:34

CFTC Chairman Timothy Massad (pictured) comments on the supplemental proposal on position limits for derivatives… »

China flag

Will China’s fizzy drink spill over or go flat?

Thu, 12/05/2016 - 07:54

China is in the midst of a poor-quality rebound, says Geraud Charpin, Portfolio Manager, BlueBay… »

David Absolon

High yield rebounds with oil, but can it last?

Mon, 09/05/2016 - 10:54

David Absolon (pictured), Investment Director at Heartwood Investment Management comments on the recent oil-powered rebound in US high yield bonds… »

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