All comment and opinions

Paul Mumford, Cavendish Asset Management

The time for a passive approach to investment is long passed

Paul Mumford (pictured), Senior Investment Manager of Cavendish Asset Management (CAM), the specialist long only active equity fund manager, believes that now is the time for investors to consider taking a more positive approach to equity investing… »


Azad Zangana, European Economist at Schroders

UK’s double-dip recession ends in 'sensational style'

The ONS’ preliminary estimate of Q3 GDP showed the economy grew by a huge 1.0%, ending the UK’s longest double-dip recession since the Second World War in sensational style, says Azad Zangana, European Economist at Schroders… »


Jeff Keen, J O Hambro

Stimulating stuff

Jeff Keen (pictured), fund manager, Waverton Global Bond fund, J O Hambro Investment Management (JOHIM), on the impact of the Fed’s and ECB’s stimulus measures… »


Anil Jugmohan (pictured), CFA, Investment Analyst at Nedgroup Investments

Why you lose by trying not to lose

Most people have quite a clear attitude towards losing money from their investments – that they don’t like it – and for good reason. However, investors are urged not to attempt to avoid short-term losses by trying to time the market as this often leads to bigger and more permanent financial losses, says Anil Jugmohan (pictured), CFA, Investment Analyst at Nedgroup Investments… »


Barack Obama, US President

US economy just hit Obama's opponent with a sucker punch

Recent improvements in the US economy could give Barack Obama the edge over Republican rival Mitt Romney, says Marcus Bullus, trading director at MB Capital… »


Ronnie Armist, Stonehage Investment Partners

Japan’s ticking time bomb

Investors attracted to Japanese Government Bonds (JGBs) should think twice before investing due to the risk of a price deterioration in the coming years, according to the Ronnie Armist (pictured), executive director at Stonehage Investment Partners… »


Terry Smith, Fundsmith

Copy Canada to defeat the problems of public debt and spending

In the 1990s Canada was a ‘basket case’ in terms of its public finances, but took the necessary action to rectify its situation, says Fundsmith founder, Terry Smith (pictured)… »


Jonathan Gibbs, Investment Director and Head of Real Returns at Standard Life Investments

Evolution, not revolution, for inflation indices

There has been considerable market and press debate in the UK in recent weeks about potential changes to the Retail Prices Index, and as usual, various disastrous scenarios have been foretold. Jonathan Gibbs (pictured), Investment Director and Head of Real Returns at Standard Life Investments, attempts to separate the truth from the scare mongering, and assess likely outcomes… »


Sean Segar, Head of Product at Nedgroup Investments, Cash Solutions

Ten good reasons to invest in SA money market funds

Money market funds are a relatively new development in South Africa having first appeared in the country in 1995.  And already the sector has attracted ZAR240 billion; this figure amounts to just under a quarter of the South African unit trust industry and is a similar ratio to that in Europe and the USA. According to Sean Segar, Head of Product at Nedgroup Investments, Cash Solutions, this popularity is because of the convenience of money market funds and the many benefits that they offer over traditional bank deposits… »


Mike Shiao, Invesco

China’s new focus on qualitative growth should benefit investors

China has set out on a reform course that is expected to structurally transform its economic landscape. Mike Shiao (pictured), Investment Director in charge of Greater China Markets at Invesco, explores the key measures taken and the new opportunities these are believed to bring for investors in China’s equity markets… »


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