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All comment and opinions


Alibaba to be ‘at least as valuable’ as Facebook

Tue, 09/09/2014 - 10:06

Mark Hawtin, portfolio manager, GAM Star Technology, comments on the proposed Alibaba IPO… »

Luca Paolini, Pictet Asset Management

Oil prices to benefit from increased geopolitical risk

Thu, 04/09/2014 - 11:55

Luca Paolini (pictured), chief strategist at Pictet Asset Management, outlines the firm’s positive view on oil… »

Russia flag

New historical lows for the rouble

Mon, 01/09/2014 - 13:05

Dr Vladimir Tikhomirov, Chief Economist at BCS Financial Group comments on the rouble’s recent fall to a new low… »

racing ahead

Brazilian and Indian growth paths diverge

Sun, 31/08/2014 - 09:07

Craig Botham, Emerging Markets Economist at Schroders, gives his view on the latest GDP numbers, showing contrasting fortunes of emerging market heavyweights, Brazil and India… »

UK flag

FCA's no-go for CoCos

Mon, 18/08/2014 - 15:00

Anthony Smouha, manager of GAM Star Credit Opportunities comments on the FCA’s CoCos announcement… »

Neil Williams, Group Chief Economist, Hermes

UK ‘sugar rush’ recovery still on track

Wed, 13/08/2014 - 13:20

Neil Williams (pictured), Group Chief Economist at Hermes, comments on the Bank of England’s inflation report… »

Russia flag

Russian recession looms

Tue, 12/08/2014 - 11:55

Craig Botham, Emerging Market Economist at Schroders, gives his views on Russia's second quarter GDP estimate, which suggest that recession looms… »

Richard Hoey, BNY Mellon

Stronger global economic growth expected despite risks

Mon, 11/08/2014 - 17:06

Despite geopolitical turmoil and global economic uncertainties, both the global and US economy appear to be at an inflection point in mid-2014 to a somewhat stronger growth rate despite risks, according to BNY Mellon Chief Economist Richard Hoey (pictured) in his most recent Economic Update…  »

Dean Newman, Invesco Perpetual

A new world order?

Sun, 10/08/2014 - 11:29

Dean Newman (pictured), Head of Emerging Markets Equities at Invesco Perpetual, comments on a perceptible shift in economic power due to emerging markets’ growing share in global GDP… »

USA flag

US stays in the Goldilocks zone

Wed, 06/08/2014 - 11:44

The current state of the US economy is ‘just right’, according to Alan Higgins, Chief Investment Officer, UK, at Coutts…  »

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