All comment and opinions

Andy Tidby, Product Manager Japanese Equities, Invesco

Japan downgrade not a surprise

Fri, 25/05/2012 - 12:43

Japan’s credit rating downgrade was not a surprise, says Andy Tidby, Product Manager Japanese Equities, Invesco… »

Denmark’s first issuance of inflation-linked bonds highlights opportunities for institutional investors

Thu, 24/05/2012 - 11:22

As Denmark prepares to issue its first ever inflation-linked bond at auction on 24 May, David Dyer, Senior Fixed Income Portfolio Manager at AXA Investment Managers, discusses the size of the inflation-linked bond market and looks at why institutional investors should consider going global in their allocations… »

Daniel Murray, Head of Global Research, EFG Asset Management

Positive economic outlook for China

Wed, 23/05/2012 - 13:33

China is shrugging off the financial woes of Europe and the US and China’s long-term growth and economic prospects are positive, says Daniel Murray (pictured), Head of Global Research, EFG Asset Management… »

Terry Smith, cheife executive, Fundsmith

Fundsmith chief executive Terry Smith on why austerity v growth is a sterile debate…

Mon, 21/05/2012 - 13:13

Fundsmith chief executive Terry Smith on why austerity v growth is a sterile debate… »

Sins of commission and omission

Wed, 16/05/2012 - 14:17

The recently published Economist review of the prospects for the Channel Islands, provides a rather gloomy view of the future; a characterisation which few in Jersey or Guernsey would recognise, says Geoff Cooke (pictured), CEO, Jersey Finance… »

Russ Koesterich, iShares Global Chief Investment Strategist

Equity markets appear too quiet and investors should expect volatility to rise

Sun, 13/05/2012 - 11:07

In his latest Market Update, Russ Koesterich, iShares Global Chief Investment Strategist, argues that current market expectations for volatility appear too low and investors should consider adopting a modestly more defensive stance… »

Philip Uzan, chief investment officer, Edmond de Rothschild Asset Management

Emerging economies will drive growth in 2012

Thu, 10/05/2012 - 20:41

Following the Japanese earthquake in March 2011, major industrial sectors were plunged into turmoil. So far 2012 has seen no repeat of the surge in oil prices in the first half of 2011 when they jumped more than 50% compared to the average 2010 price. »