All comment and opinions

Richard Walsh, head of emerging markets, Lombard Odier

Comment: Tensions to persist in euro zone periphery

Richard Walsh (pictured), Head of Emerging Markets at Lombard Odier Investment Managers, on emerging market exposure to the Eurozone's periphery... »


Stephen Sutherland, chief investment strategist, ISACO

Comment: Bull market has further to go

The current bull market that began in March 2009 has further to go, according to Stephen Sutherland, chief investment strategist at ISACO… »


Stefan Keller, head of MAP research and external relations, Lyxor Asset management

Comment: A trendless yet eventful 2011 for CTAs

Asset class performances were as hard to predict as ever during the first half of this year. While the global economic outlook has been more favorable than previously, sources of risk have shifted continuously, says Stefan Keller (pictured), head of MAP research and external relations at Lyxor Asset Management. As a result, unexpected shocks have derailed trends at work since the announcement of QEII end-August 2010. The unrest in the Middle East and North Africa has been on nobody’s agenda while the earthquake, tsunami and nuclear fallout in Japan were, by definition, unexpected. »


Julia Lu, partner, Richards Kibbe & Orbe

Opinion: Proposed anti-fraud and anti-manipulation regimes for loan derivatives products

The seemingly intuitive application of long-standing securities anti-fraud and anti-manipulation rules to the complex world of over-the-counter derivatives, particularly where derivative products intersect with the loan market, will affect trading practices and compliance rules at all institutions trading these instruments, according to Richards Kibbe & Orbe partners Julia Lu and Eva Marie Carney... »


David Miller, partner, Cheviot Asset Management

Comment: “Austerity measures may be passed, but the Greek voters will keep investors twitchy”

David Miller, Partner at Cheviot Asset Management, believes that whilst austerity measures have been passed, this will not do much to soothe the nerves of investors, who will still be worried about how Greek voters will cooperate with the plans… »


Andreas Korsa, product specialist, DWS Chinese Equities Fund

Comment: Slower US economy, European debt restructuring and an economic cool-down in China continue to impact markets

While Chinese inflation is still rising and the recent drought in central China may cause food prices to increase again, we do not expect inflation to reach excessive levels. »


Hamid Parsa, director of sales/business development, Alceda Fund Management

Comment: The opportunities and challenges of the KIID

Hamid Parsa (pictured), Director of Sales/Business Development, Alceda Fund Management SA, assess the challenges posed by the introduction of the Key Investor Information Document (KIID)… »


Andrew Shrimpton, member, Kinetic Partners

Comment: Dodd-Frank registration deadline extended by SEC

Andrew Shrimpton, member at Kinetic Partners, on the extension of the deadline for SEC registration for Foreign Private Investors… »


David Rumsey, Head of Multi Asset Product Team UK, HSBC Private Bank

Comment: Structured products in a challenging environment

David Rumsey (pictured), Head of Multi Asset Product Team UK, HSBC Private Bank comments on the developing role of structured products in a challenging environment… »


Thomas Kwan, Head of Asian Debt at Baring Asset Management

Comment: Asian 'engine of growth' offers attractive rewards to debt investors

Baring Asset Management (Barings), the international investment management firm, believes that as Asian economies continue to strengthen, Asian debt and currencies can provide some of the best absolute and risk-adjusted returns versus US and other global fixed income sectors. »


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