All comment and opinions

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… »


Stefan Keller, Lyxor AM

Summer rally

Hedge fund managers are lagging the current summer rally, says Stefan Keller (pictured), head of MAP research & external relations at Lyxor AM… »


Scott MacDonald, MC Asset Management

Global economic issues fade in the hazy days of August

As bond and equity trading desks whittle down to skeleton crews, new bond issuance slows to a trickle, and policymakers become more difficult to find, global economic issues seem to fade into the hazy days of August, says Scott B MacDonald (pictured), Head of Research/Senior Managing Director, MC Asset Management Holdings… »


Ken Stuzin, Brown Advisory

Slowing growth in China, but one company bucks the trend

Amidst concern about slowing growth in China and other emerging markets, Ken Stuzin (pictured), fund manager of the Brown Advisory US Equity Growth Fund says at least one company is bucking the trend… »


Japan

Japan – most realistically valued of all major equity markets

Japan is a market that James Sullivan, manager of the CF Miton Arcturus Fund, continues to believe is the most realistically valued of all the major equity markets… »


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