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All comment and opinions

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Worries persist over continued, long-term, structural currency appreciation in China

Mon, 03/03/2014 - 13:11

The recent fixings of the People’s Bank of China (PBoC) caused the Chinese Renminbi to depreciate one per cent over one week. This has raised worries about the forecast of a continued, long-term, structural currency appreciation in China, says Asoka Wöhrmann, Co-Chief-Investment Officer at Deutsche Asset & Wealth Management (DeAWM)… »

David Daglio, The Boston Company

Three compelling areas of US investment opportunity

Mon, 24/02/2014 - 16:35

The US is stronger than many people think. There are three areas of the market that are particularly attractive right now – financials, manufacturing and technology, according to David Daglio (pictured), lead portfolio manager of The Boston Company US Opportunities Fund… »

Information sign

FCA grants AIFMD reprieve

Mon, 17/02/2014 - 08:25

Andrew Lowin, Technical Director of Consulting at Kinetic Partners, comments on the FCA’s decision to give UK AIFM’s a reprieve on capital requirements under the AIFMD… »

Azad Zangana, European Economist, Schroders

BoE bamboozles with changes to forward guidance

Wed, 12/02/2014 - 15:23

Azad Zangana (pictured), European Economist, Schroders comments on the latest quarterly Inflation Report from the Bank of England… »

 Luca Paolini, Chief Strategist, Pictet Asset Management

Stay overweight equities, bond rally to run out of steam

Tue, 11/02/2014 - 13:18

The bond rally is to run out of steam and investors should stay overweight equities, according to Luca Paolini (pictured), Chief Strategist at Pictet Asset Management… »

Scott Wolle, Invesco

Commodities: Is the bear market near its end?

Mon, 03/02/2014 - 13:07

Commodities have had a tough time since the global financial crisis, but are we starting to see the light appear a little sooner than forecast? Scott Wolle (pictured), chief investment officer for the Invesco Global Asset Allocation (IGAA) team, highlights why they maintain a constructive view of commodities and the role that they can play in Invesco’s portfolios… »

Keith Wade, Schroders

US growth pick up may be too much of a good thing

Wed, 29/01/2014 - 13:10

Schroders Chief Economist and Strategist Keith Wade updates us on his thoughts on the pace of the current US economic growth… »

David Absolon, Heartwood Investment Management

2014 bond outlook

Thu, 23/01/2014 - 14:30

David Absolon (pictured), Investment Director at Heartwood Investment Management, examines the outlook for bonds in 2014… »

Simon Laing, Invesco Perpetual

Obamacare and the pressure to reduce healthcare costs

Mon, 20/01/2014 - 16:03

As the initial problems of ‘Obamacare’ are ironed out, Simon Laing, Head of US Equities at Invesco Perpetual, looks at the effect this may have on the US healthcare sector in 2014… »

Germany flag

Next German GDP figure to exceed expectations?

Thu, 16/01/2014 - 14:02

Rob Smith, Manager of the German Growth Trust at Barings, comments on the latest GDP figures from Germany… »

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