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All comment and opinions

Erdinç Benli, Swiss & Global AM

Eastern European markets offer high growth rates and attractive entry opportunities

Sun, 06/07/2014 - 10:27

The slump in Russian and Turkish equity markets has come to an end, says Erdinç Benli (pictured), Head of Emerging Markets Equities at Swiss & Global AM… »

India flag

Modi’s task not easy

Wed, 02/07/2014 - 13:00

Edward Stileman, Fund Manager of the Waverton Asia Pacific Fund assesses Narendra Modi’s first month as Prime Minister of India… »

Simon Gergel, Allianz Global Investors

All change please

Tue, 24/06/2014 - 11:30

Simon Gergel (pictured), CIO for UK Equities at Allianz Global Investors, highlights the consequences of the recent addition of 29 new companies to the FTSE All Share index… »

Maarten-Jan Bakkum, ING Investment Management

Highly unfortunate

Thu, 19/06/2014 - 14:54

Brazil's must-win World Cup opener against Croatia had important ramifications for the political future of President Dilma, says Maarten-Jan Bakkum, Emerging Market strategist from ING Investment Management… »

William Sels, HSBC Private Bank

Energy sector attractively valued and under owned

Tue, 17/06/2014 - 16:52

The energy sector is attractively valued and under owned, according to Willem Sels (pictured), UK Head of Investment Strategy, HSBC Private Bank. Moreover, it appears that earnings momentum and earnings revisions are finally improving. In addition, improving cash flows and better management discipline should make the sector more appealing going forward… »

currency trading

Osborne and FX market reform

Thu, 12/06/2014 - 13:30

Marshall Bailey, President, ACI – The Financial Markets Association, comments in response to proposals by UK Chancellor George Osborne to reform the foreign exchange market… »

James Roberts, BDO

Corporate reporting guidance from FRC is timely and important

Tue, 10/06/2014 - 12:17

James Roberts (pictured), Audit partner at BDO, welcomes The Financial Reporting Council’s (FRC) announcement of a programme of work to promote clear and concise reporting from which investors can draw conclusions about a company’s performance, position and prospects… »

Luca Paolini, Pictet Asset Management

ECB enters uncharted territory

Mon, 09/06/2014 - 17:02

Luca Paolini, Chief Strategist at Pictet Asset Management, comments on the ECB monetary stimulus changes and asset allocation response… »

Neil Williams, Hermes Fund Managers

ECB moves are a step in the right direction

Thu, 05/06/2014 - 15:59

Neil Williams (pictured), Chief Economist, Hermes Fund Managers, comments on the European Central Bank’s (ECB) decision to cut interest rates… »

Stephen Bowles, Schroders

The Queen's Speech – Collective DC is a bridge too far

Wed, 04/06/2014 - 14:27

Schroders' Head of Defined Contribution, Stephen Bowles (pictured), comments on the Queen's speech… »

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