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UK interest rate hike looms sooner than expected

Mon, 10/03/2014 - 21:09

Don’t rule out a UK rate rise in 2014, says Thant Han, portfolio manager at US-based Standish, a BNY Mellon company. Meanwhile, a mid-2015 interest-rate hike looks more likely for the US as ‘tapering’ remains on track… »

Roland Khounlivong, GoldMoney

Precious metals re-assert their safe haven status but canny investors wait it out

Sun, 09/03/2014 - 12:06

As the gold price rose amid safe haven buying from the tension in Ukraine, GoldMoney customers waited out the rush with the bulk of precious metal purchases occurring after the main market moves, says Roland Khounlivong, Head of Dealing at the online precious metals trader… »

Maarten-Jan Bakkum, Senior Emerging Market Strategist, ING IM

Russia jeopardising relationship with West

Tue, 04/03/2014 - 19:23

The solution to the Crimea crisis will be political with both sides set to lose too much from a military conflict, says Maarten-Jan Bakkum, Senior Emerging Market Strategist, ING IM… »

China flag

Worries persist over continued, long-term, structural currency appreciation in China

Mon, 03/03/2014 - 13:11

The recent fixings of the People’s Bank of China (PBoC) caused the Chinese Renminbi to depreciate one per cent over one week. This has raised worries about the forecast of a continued, long-term, structural currency appreciation in China, says Asoka Wöhrmann, Co-Chief-Investment Officer at Deutsche Asset & Wealth Management (DeAWM)… »

David Daglio, The Boston Company

Three compelling areas of US investment opportunity

Mon, 24/02/2014 - 16:35

The US is stronger than many people think. There are three areas of the market that are particularly attractive right now – financials, manufacturing and technology, according to David Daglio (pictured), lead portfolio manager of The Boston Company US Opportunities Fund… »

Information sign

FCA grants AIFMD reprieve

Mon, 17/02/2014 - 08:25

Andrew Lowin, Technical Director of Consulting at Kinetic Partners, comments on the FCA’s decision to give UK AIFM’s a reprieve on capital requirements under the AIFMD… »

Azad Zangana, European Economist, Schroders

BoE bamboozles with changes to forward guidance

Wed, 12/02/2014 - 15:23

Azad Zangana (pictured), European Economist, Schroders comments on the latest quarterly Inflation Report from the Bank of England… »

 Luca Paolini, Chief Strategist, Pictet Asset Management

Stay overweight equities, bond rally to run out of steam

Tue, 11/02/2014 - 13:18

The bond rally is to run out of steam and investors should stay overweight equities, according to Luca Paolini (pictured), Chief Strategist at Pictet Asset Management… »

Scott Wolle, Invesco

Commodities: Is the bear market near its end?

Mon, 03/02/2014 - 13:07

Commodities have had a tough time since the global financial crisis, but are we starting to see the light appear a little sooner than forecast? Scott Wolle (pictured), chief investment officer for the Invesco Global Asset Allocation (IGAA) team, highlights why they maintain a constructive view of commodities and the role that they can play in Invesco’s portfolios… »

Keith Wade, Schroders

US growth pick up may be too much of a good thing

Wed, 29/01/2014 - 13:10

Schroders Chief Economist and Strategist Keith Wade updates us on his thoughts on the pace of the current US economic growth… »

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