All comment and opinions

Laurent Deltour, Chairman, Sycomore Asset Management

Emerging market equities: an asset-class that remains attractive, as long as you are selective

The global economy can’t afford to wait any longer for euro zone (in)decisions. European stagnation is increasingly worrying US officials as well as those in the emerging markets. Given that Europe remains the major trading partner for both China and the United States, the economic slowdown of our economies has serious consequences for global growth prospects, says Laurent Deltour (pictured), Chairman, Sycomore Asset Management… »


Giles Sitbon, Sycomore Asset Management

What place do equity long/short strategies have in an investment portfolio?

The current market environment has led some investors to completely avoid equity markets. But it is those kinds of uncertain and volatile conditions that make long/short strategies highly relevant today as they offer uncorrelated returns and reduced volatility, say Gilles Sitbon (pictured), fund Manager of Sycomore L/S Opportunities, and Olivier Mollé,fund manager of Sycomore L/S Market Neutral… »


Azad Zangana, European economist, Schroders

ECB - Draghi disappoints

After building up market expectations to near euphoric levels, ECB President Mario Draghi failed to deliver the policy to back up his promises of “doing whatever it takes to save the Euro”, says Azad Zangana (pictured), European economist at Schroders… »


Azad Zangana, European Economist at Schroders

Bank of England on hold

Azad Zangana, European Economist at Schroders, on the Bank of England’s decision to leave interest rates at 0.5%… »


Bruno Springael, Senior Investment Manager, Global High Dividend at ING Investment Management

Japan attractive in event of weakening Yen

The domestic Japanese economy remains sluggish, but with valuations close to an all-time low, stocks look attractive, especially in the event of a weakening of its currency, says Bruno Springael, Senior Investment Manager, Global High Dividend at ING Investment Management… »


Fatca

Full-fat FATCA still applies for most global firms

Julian Skingley, partner in financial services at Ernst & Young EMEIA, comments on the recent FATCA intergovernmental agreements (IGAs)… »


Pat Hayes, senior managing director, State Street Alternative Investment Solutions in Ireland

Effective data management – a growing challenge for hedge fund managers

Providers of outsourced services not only can help hedge fund managers meet the new requirements of regulators and investors for more detailed and timely investment data, they can help managers better use the data they have to streamline their operations or refine their product offerings, says Pat Hayes, a senior managing director with State Street Alternative Investment Solutions in Ireland… »


Sean Segar, Nedgroup

Positive development for funds and investors in ZAR230 billion money market fund sector

In anticipation of the implementation of Basel 3, which will commence in 2013, the investment guidelines prescribed for money market funds have been amended by the Registrar of Collective Investment Schemes – effective 1 July 2012. As a result of this, money market funds are likely to experience higher yields within a more regulated environment, says Sean Segar (pictured), Head of Product at Nedgroup Investments, Cash Solutions… »


John Greenwood, chief economist, Invesco

Eurozone downdraft continues to hamper global growth, and is expected to keep investors in a search-for-yield mode

Developed and developing economies remain caught in the eurozone downdraft as a long series of crisis summits has brought the resolution of the debt crisis no closer. In his Quarterly Economic Outlook for Q3 2012, Invesco Ltd’s Chief Economist John Greenwood analyses the fundamental flaws in the architecture of the single currency as well as the future prospects of the eurozone and the global economy… »


China flag

China is capital rich and asset class poor, this is great news for the hedge fund industry

Neil Griggs, Partner, Financial Services Group, BDO LLP comments on China signalling further easing of domestic capital markets… »


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