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All comment and opinions

Mike McGlone, Senior Director, Commodity Indexing, S&P Indices

Commodities in 2011 - The Year of Energy vs Non-Energy

Fri, 23/12/2011 - 11:56

Commodities have recovered this week along with equities, led by agriculture and energy prices. 2011 will be remembered by the dichotomy between energy and non-energy commodities, says Mike McGlone, Senior Director, Commodity Indexing, S&P Indices… »

Stefan Keller, Head of Managed Account Platform Research & External Relations, Lyxor Asset Management

2011 – A year for machines, not for men

Tue, 20/12/2011 - 09:57

As 2011 draws to an end, it is interesting to note that eight of the Top 10 performers on the Lyxor Managed Account Platform (Lyxor MAP) belong to the systematic and model-based kind of managers. Machine 8 – Men 2, says Stefan Keller (pictured), Head of Managed Account Platform Research & External Relations, Lyxor Asset Management… »

Enzo Puntillo, Head/CIO Fixed Income at Swiss & Global Asset Management

Inflation pressure could mount in the next recovery cycle

Mon, 19/12/2011 - 21:12

Enzo Puntillo (pictured) , Head/CIO Fixed Income at Swiss & Global Asset Management, assesses the prospects for fixed income investments… »

Maarten-Jan Bakkum, Senior Emerging Market Strategist, ING Investment Management

Europe earnings to decline by up to 10% as emerging market equities set to outperform developed markets in 2012

Thu, 15/12/2011 - 13:14

In the wake of inflationary pressure, the on-going loosening by China of its monetary policy is likely to be a key catalyst in ensuring the outperformance of emerging market equities compared to developed markets. However, with the crisis in the Eurozone spreading out further towards the core countries in the monetary union, earnings in the region are set to decline by up to 10%, says Maarten-Jan Bakkum (pictured), Senior Emerging Market Strategist, ING Investment Management… »

William Sels, UK Head of Investment Strategy at HSBC Private Bank

A lender of last resort for banks, but not for governments

Wed, 14/12/2011 - 12:55

Willem Sels (pictured), UK Head of Investment Strategy at HSBC Private Bank, on last week’s ECB meeting… »

Thomas Beckett, CIO, PSigma Investment Management

God rest ye merry gentlemen

Mon, 12/12/2011 - 14:08

After the turbulence, trauma and topsy-turvy markets that investors have endured in 2011, it is no wonder that we are all tiredly gazing towards 2012 with some trepidation, says Thomas Beckett, CIO of PSigma Investment Management… »

Dermot Butler, chairman, Custom House Global Fund Services

On the failure of MF Global and the role of NEDs

Sun, 11/12/2011 - 18:35

+ information request The horrifying thing about MF Global is you can bring in someone with huge experience like John Corzine, who has seen what’s gone on in the past three years, and yet he goes in and completely fails to prevent what has become the biggest blow-up since Lehman’s – indeed, it has been suggested that he instigated the disastrous trade, says Dermot Butler (pictured), chairman, Custom House Global Fund Services… »

Jay Gould, partner, Pillsbury Winthrop Shaw Pittman

SEC gets serious about adviser compliance

Thu, 01/12/2011 - 06:13

Jay Gould, partner with law firm Pillsbury Winthrop Shaw Pittman, says the SEC’s recent decision to charge three investment advisers over compliance failures sends a ‘clear signal’ that the regulator is ‘serious about adviser compliance’… »

Yannick Naud, Portfolio Manager, Glendevon King Asset Management

Expect further central bank intervention

Wed, 30/11/2011 - 22:28

Yannick Naud (pictured), Portfolio Manager at Glendevon King Asset Management is execpting further central bank intervention… »

David Miller, partner, Cheviot Asset Management

European recession has already been priced in by the Markets

Mon, 28/11/2011 - 17:10

David Miller (pictured), Partner at Cheviot Asset Management, has this afternoon Commented on the OECD’s report which has slashed global growth rates and said that Britain may slip into a modest recession, David Miller, partner at Cheviot Asset Management, says that a European recession “is already in the Market price”… »

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