All comment and opinions

Joanna Shatney, Schroders

US GDP data better than expected

Joanna Shatney, Head of US Large Cap Equities at Schroders, comments on this week’s US GDP data… »


John Vail, Nikko AM

Super-Abenomics from Japan’s Election Result

Global investors have been somewhat sceptical about the touted structural reforms in Japan and the ability of Abenomics to achieve its aims, says John Vail (pictured), chief global strategist at Nikko Asset Management… »


George Anson, chairman, EVCA

AIFMD must be implemented proportionately and consistently

The EVCA comments on the Alternative Investment Fund Managers Directive (AIFMD) entering into force across the European Union… »


Glynn Barwick, Goodwin Procter

AIFMD spells uncertainty

It could be some time yet before the AIFMD brings standard regulatory requirements across the EU, says Glynn Barwick (pictured), regulatory lawyer at Goodwin Procter LLP… »


India flag

RBI to tighten domestic market liquidity

Steven O’Hanlon, Head of Fixed Income at ACPI Investment Managers comments on the latest RBI figures… »


Jason Funk, Lyxor Asset Management

Alternative UCITS: A cost efficient option

There remains a common misperception among some investors that UCITS fund structures are more costly than offshore funds due to additional reporting requirements, frequent NAV calculations and use of derivatives. But as Jason Funk (pictured), a member of the alternative investments business development team at Lyxor Asset Management is quick to point out, alternative UCITS funds are actually quite cost efficient. »


Howard Groedel, Ulmer & Berne

JOBS Act – winners and losers

Howard Groedel, chair of the Securities Regulatory Compliance Group at Ulmer & Berne LLP, identifies the winners and losers following the SEC’s decision to lift the ban on general solicitation by hedge funds and other private placements… »


Egypt flag

Egypt needs a cash infusion

Lucas Wurfbain at Insparo Asset Management comments on the long term outlook for Egypt… »


EU flag

Europe faces deflation risk

Legal & General Investment Management’s (LGIM) European Economist Hetal Mehta says there is a real danger of deflation in the euro area, but that no significant action is expected from the European Central Bank (ECB) in the near term… »


Michael Hasentab, Franklin Templeton

Riding out recent volatility

The so-called US Federal Reserve “taper tantrum,” fear of a credit crunch in China, and hot spots of unrest dotting the globe contributed to a sense of market panic that swept both stocks and bonds in June. One thing’s for certain, the calendar may have shifted to summer, but volatility hasn’t taken a vacation. As you might expect, contrarian investor Dr Michael Hasenstab (pictured), co-director of Franklin Templeton’s International Bond Department, says investors with cool enough heads to look past short-term market panics can find opportunities while those who can’t stand the heat may miss out… »


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