All comment and opinions

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… »


India flag

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… »


Maarten-Jan Bakkum, ING Investment Management

Highly unfortunate

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

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

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

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

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

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


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