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All comment and opinions

Globe

Geo-political risk could impact global demand and GDP

Tue, 28/10/2014 - 15:18

Andrew Herberts, head of private investment management, Thomas Miller Investment comments on the global outlook for emerging markets… »

Brazil flag

Dilma's delight likely to sour markets

Mon, 27/10/2014 - 14:40

Schroders’ Emerging Markets Economist, Craig Botham, comments on the results of the recent Brazilian election… »

information sign

FCA is now ready to receive Annex IV reports for the AIFMD 

Tue, 21/10/2014 - 15:13

Tim Thornton, managing director, global client delivery, Mitsubishi UFJ Fund Services, comments on news that the FCA is now ready to receive Annex IV reports for the AIFMD… »

US flag

Uncertainty begins for US equities

Mon, 20/10/2014 - 18:07

Andy Brunner, investment strategist at Morningstar OBSR, says US equities area facing a number of challenges… »

EU flag

ZEW survey is latest in long line of shocking euro zone data

Thu, 16/10/2014 - 11:14

Ben Brettell, Senior Economist, Hargreaves Lansdown comments on the latest ZEW survey data showing that Economic sentiment in Germany has turned negative for the first time since 2012… »

Colin McLean, SVM Asset Management

Strong US dollar and cheap commodities present major headwinds for emerging markets

Tue, 14/10/2014 - 11:51

Colin McLean (pictured), managing director, SVM Asset Management, on the outlook for emerging markets… »

Japan flag

The need for inflation in Japan’s weakening economy

Mon, 13/10/2014 - 14:09

Ahead of the Bank of Japan Outlook Report on Tuesday 14 of October, Graham Martin, Managing Director of Optima Fund Management (Europe), comments on the need for inflation in Japan’s weakening economy… »

David Jane, Miton

Infrastructure is an important piece in the recovery jigsaw

Wed, 08/10/2014 - 12:35

David Jane (pictured), manager of Miton’s Multi Asset funds on the importance of infrastructure investment in helping to boost weak global growth… »

Brazil flag

Brazilian elections surprise

Tue, 07/10/2014 - 12:24

Craig Botham, Emerging Markets Economist at Schroders, comments on the first round of the elections in Brazil… »

Japan flag

Domestic buying potential in Japan

Mon, 06/10/2014 - 12:38

Ahead of the Japanese Monetary Statement on Wednesday, Mark Smith, Portfolio Manager at Waverton Investment Management, comments on the domestic buying potential in Japan… »

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