Percival Stanion, Baring Asset Management

‘Fiscal cliff’ will be major concern for White House winner

The outcome of this week’s US Presidential election will hopefully provide us with a signal for the direction of economic policy in a number of key areas. The most important of these is the “fiscal cliff” – a potent combination of lower spending and higher taxes which, in the absence of action from the US Congress, will begin early next year, says Percival Stanion (pictured), head of the global multi asset group, Baring Asset Management… »


India flag

RBI continues to focus on inflation

Steven O’Hanlon, Chief Investment Officer, Fixed Income at ACPI on the Reserve Bank of India’s (RBI)  decision to hold Indian interest rates and cut bank reserve ratios… »


Paul Mumford, Cavendish Asset Management

The time for a passive approach to investment is long passed

Paul Mumford (pictured), Senior Investment Manager of Cavendish Asset Management (CAM), the specialist long only active equity fund manager, believes that now is the time for investors to consider taking a more positive approach to equity investing… »


Azad Zangana, European Economist at Schroders

UK’s double-dip recession ends in 'sensational style'

The ONS’ preliminary estimate of Q3 GDP showed the economy grew by a huge 1.0%, ending the UK’s longest double-dip recession since the Second World War in sensational style, says Azad Zangana, European Economist at Schroders… »


Jeff Keen, J O Hambro

Stimulating stuff

Jeff Keen (pictured), fund manager, Waverton Global Bond fund, J O Hambro Investment Management (JOHIM), on the impact of the Fed’s and ECB’s stimulus measures… »


Anil Jugmohan (pictured), CFA, Investment Analyst at Nedgroup Investments

Why you lose by trying not to lose

Most people have quite a clear attitude towards losing money from their investments – that they don’t like it – and for good reason. However, investors are urged not to attempt to avoid short-term losses by trying to time the market as this often leads to bigger and more permanent financial losses, says Anil Jugmohan (pictured), CFA, Investment Analyst at Nedgroup Investments… »


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… »


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