Welcome

SA stock market liberalisation is ‘welcome news’

Ghadir Abu Leil Cooper, Head of EMEA and Frontiers Equity Team at Baring Asset Management comments on the opening of the Saudi Arabia stock market to international investors… »


Andrew Shrimpton, Kinetic Partners

Reporting should be key focus for UK AIFMs

Andrew Shrimpton (pictured), global head of regulatory compliance at Kinetic Partners, on what the next focus for UK AIFMs should be following the end of the AIFMD transitional period… »


Regulation

AIFMD will bring ‘greater stability’

Arnaud Claudon, head of depositary banking, BNP Paribas Securities Services, says AIFMD will bring ‘greater stability’ to European alternatives market… »


India flag

India's budget shows positive signs

Following the announcment of the first budget under India's new Prime Minister, Narendra Modi, Craig Botham, Emerging Market Economist for Schroders, comments on its implications for India's economy and markets… »


UK flag

BoE no-change decision is no surprise

Ben Brettel, senior economist at Hargreaves Lansdon, comments on The Bank of England’s decision to hold the base rate at 0.5% for the 65th month in a row… »


Steve Davies, Jupiter Asset Management

Many UK domestic stocks attractively priced

The great switch out of mid-cap into large-cap equities has left many UK domestic stocks attractively priced, according to Steve Davies (pictired), co-manager of the Jupiter UK Growth Fund and manager of the Jupiter Undervalued Assets Fund, with UK banks looking the most contrarian trade… »


Percival Stanion, Baring Asset Management

Equities to benefit from strongly supportive global monetary policy

Global monetary policies remain very supportive of – and focused on – global growth, according to Percival Stanion (pictured), Head of Asset Allocation at Baring Asset Management (Barings), and in this scenario, equities should remain the major building blocks of portfolios… »


Erdinç Benli, Swiss & Global AM

Eastern European markets offer high growth rates and attractive entry opportunities

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… »


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Modi’s task not easy

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

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… »


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