All comment and opinions

Jamie Berry, Chairman, Berry Asset Management

The night before Christmas

By Jamie Berry, Chairman, Berry Asset Management – It was the night before Christmas; a solitary figure shuffled through the fast emptying streets around the Bank of England.  The Christmas parties were coming to a close.  He hadn’t been invited to any: his gloom laden Scrooge like views on markets did nothing to induce festive cheer. »


Cargo ship

China’s growth set to boost global and domestic shipping

China’s shift towards a domestic consumer demand-oriented economy could provide a significant boost to the global shipping industry, as the world’s second largest economy targets more sustainable growth, says Xu Lirong, President of China Shipping (Group) Company… »


Japan flag

Major changes ahead in Japanese assets

Hedge fund manager, Chris Rigg, manager of the Audley Japan Opportunities Fund and a 30 year veteran of the Japanese markets, has issued a stark message about investment in Japanese bonds… »


Azad Zangana, European Economist at Schroders

Autumn Statement 2012 - bleak growth and fiscal outlook

With the UK’s coalition completing half of its term in government, the Chancellor was under pressure to deliver more measures to stimulate growth in his Autumn Statement, says Azad Zangana, European Economist at Schroders… »


Johanna Kyrklund, Schroders’ Head of Multi-Asset Investments

2013 – A year in multi-asset investing

What many investors currently perceive as safe haven assets could turn out to be the snake lurking in the grass next year, says Johanna Kyrklund (pictured), Schroders’ Head of Multi-Asset Investments… »


Marino Valensise, chief investment officer, Baring Asset Management

US can be catalyst for global growth despite poor start to 2013

On-going issues in the Eurozone and the looming US ‘fiscal cliff’ will create an uncertain environment for investors until the beginning of 2013, according to Marino Valensise, chief investment office at Baring Asset Management (Barings). However, Barings believes that improving fundamentals around the US housing market, a potential shift in sentiment towards the US’s vast natural gas reserves, appetite from US pension funds for emerging market equities and debt and stabilization of fundamentals in China could help the global economy and provide the necessary catalysts for growth and for a positive market dynamic… »


Jonathan Heaney, partner, Walkers, Jersey

International finance centres and the student accommodation opportunity

Jonathan Heaney (pictured), a partner with international law firm Walkers in Jersey, says the collaboration and flexibility available in the island hold the key to attracting private investment structures to capitalise on one of the few investment areas consistently to deliver capital growth and steady income in recent years. »


Ruth Lea, Arbuthnot Banking Group

The Autumn Statement: taking stock

Ruth Lea, Economic Adviser to the Arbuthnot Banking Group, discusses aspects of the forthcoming Autumn Statement, due on 5 December… »


Valentijn van Nieuwenhuijzen, Head of Strategy at ING IM

US is heading for a fiscal cliff hanger

The US fiscal cliff is for now the major tail risk still on the table, says Valentijn van Nieuwenhuijzen, Head of Strategy at ING IM… »


James Williams, news editor, Hedgeweek

HSBC settles Dublin lawsuit, Paris-based UCITS fund accelerates into automotive stocks, Signet Group launches high income bond platform…

The automotive sector is revving up interest with fund managers such as Paris-based Charles-Henri Neme, whose EUR400million Exane Funds 1 – Ceres A fund is targeting automotive stocks to increase cyclical exposure and piggyback on emerging market growth trends reported Citywire Global this week. »


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