All comment and opinions

Graham Stock, Insparo

Bharti Airtel-Qatar Investment Group deal highlights continuing African growth potential

Graham Stock (pictured), chief strategist at Insparo Asset Management comments on Bharti Airtel decision to sell a stake to Qatar investment group… »


Eric Gordon, Brown Advisory

Fracking: Can UK learn lessons from the US?

Can Britain, like the US, successfully use the fracking technique to build energy reserves and cut costs? If so, what can be learned from the US? Eric Gordon, Energy Analyst at Brown Advisory, comments… »


Joel Copp-Barton, Invesco Perpetual

When ‘bad’ is ‘good’

Joel Copp-Barton, European Equities Product Director at Invesco Perpetual, shares his views on Europe’s recovery… »


Euros

The next steps for the euro – what is needed to ensure its survival?

Keith Wade, Chief Economist at Schroders, looks beyond the near term cyclical challenges and considers what the Eurozone needs to do to ensure its long term viability… »


Graham Stock, Insparo Asset Management

China will remain valuable to Africa in the long-term

Graham Stock (pictured), chief strategist at Insparo Asset Management comments on China-Africa relations ahead of the China-Africa Business Summit… »


Risk

Demand grows for UK smaller companies as risk appetite increases

The buoyant start to 2013 has seen the demand for UK smaller companies continue as investors’ appetite for risk has increased in-line with growing confidence in the global economic outlook. Co-portfolio managers on the Franklin UK Smaller Companies Fund, Paul Spencer and Richard Bullas believe that small caps can continue to make headway and outperform the broader market as investors search for growth companies in an otherwise low or no growth macro environment. »


Duncan Crawford, Newedge

Newedge – Best European Prime Broker

Newedge’s business is based on an agency model benefiting from joint ownership of two French banks, Société Générale and Crédit Agricole CIB. Newedge maintains membership to 60+ derivative and 23 commodity exchanges. »


Ad van Tiggelen, Senior Investment Specialist at ING Investment Management

Equities: safety first?

In the first quarter of 2013, investors in European equities continued to behave like first time swimmers: they only wanted to enter the water wearing a life vest. Despite tentative signs of a global recovery, investors maintained a strong preference for “safe” global brand names in defensive sectors, says Ad van Tiggelen, Senior Investment Specialist at ING Investment Management… »


Patrick Zeenni, Dexia Asset Management

Dexia Asset Management – Best Fixed Income Manager

The UCITS IV-compliant Dexia Long Short Credit fund launched in October 2009. The fund builds its long and short positions by screening for investment opportunities in the broad investment grade and high yield corporate bond markets of Europe and the US. The minimum high yield rating for net long credit exposure is B-.  »


EU flag

UCITS fund managers face variable pay cap

The European Parliament has voted in favour of draft remuneration rules implementing variable pay caps for UCITS fund managers. The rules include the requirement for a significant proportion of variable pay to be deferred for three to five years, with a cap on variable pay of one times salary. Stephen Cahill, head of compensation and benefits at Deloitte, comments… »


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