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All comment and opinions

Scott Wolle Chief Investment Officer, Invesco

Avoiding the snares of forecasting in complex markets

Thu, 10/11/2011 - 13:31

Forecasting is a necessary but challenging exercise in investing. The more complex the financial markets, the more complicated a forecast. In addition, the natural difficulty of forecasting is exacerbated further by typical human responses to complex situations. Scott Wolle (pictured), Chief Investment Officer of Invesco, believes investors must develop a process that avoids the worst of the obvious errors, has hedges in place, and is constantly reviewed for sufficient robustness… »

Mark Spinner, partner, Eversheds

Fund investors look for revolution in fee structure

Wed, 09/11/2011 - 12:00

Prominent investors are using the recent market turmoil as an opportunity to pressure private equity firms into changing the way they organise their fee structures. Sovereign wealth funds have been particularly vociferous about changing the traditional model of management fees of up to two percent. Mark Spinner (pictured), partner at international law firm Eversheds, comments… »

William Sels, UK head of investment strategy, HSBC

Rate of profit growth to slow dramatically

Tue, 08/11/2011 - 12:49

The third quarter earnings season in the US has turned out better than many initially feared. However, the challenges facing the corporate sector over the coming months are significant, and the likelihood is that the rate of profit growth will slow dramatically, or possibly go into negative territory, says William Sels, UK head of investment strategy at HSBC… »

Tim Kirck, partner and National Head of Financial Services, BDO

EU commitment to financial transaction tax is damaging and unrealistic

Mon, 07/11/2011 - 16:19

Tim Kirk (pictured), Partner and National Head of Financial Services at BDO LLP, on Jose Manuel Barroso and Nicolas Sarkozy’s confirmation of the EU’s commitment to press ahead with a unilateral Financial Transaction Tax (FTT)… »

Nicola Marinellei, portfolio manager, Glendevon King Asset Management

Plenty of dark clouds still around

Sat, 05/11/2011 - 17:32

Nicola Marinelli (pictured), portfolio manager at Glendevon King Asset Management, on the ECB’s decision to cut interest rates, the ongoing difficulties in Greece and potential problems in Italy…
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Mark Hewlett, managing partner, Anello Asset Management

ECB rate cut decision is a seemingly 'doveish' move

Thu, 03/11/2011 - 19:01

Mark Hewlett, Managing Partner of Anello Asset Management, on the ECB’s decision to cut interest rates… »

Stefan Keller, Lyxor Asset Management

Hedge fund firms bring incremental value in the Alternative UCITS space

Wed, 02/11/2011 - 14:46

In spite of having registered significant investor appetite in recent years, empirical research on Alternative UCITS is a rare commodity. The major contribution of a new Lyxor research report is therefore to give investors a precise measure of the main characteristics of publicly regulated Alternative UCITS vehicles in comparison to traditional hedge funds, says Stefan Keller of Lyxor Asset Management… »

Rupert Elwes, J O Hambro

Co-ordinated action will allow an orderly default by Greece

Tue, 01/11/2011 - 14:19

Rupert Elwes (pictured), fund manager from J O Hambro Investment Management’s private client business discusses economic expectations over the next few weeks… »

Johanna Kyrklund, Schroders

Remain vigilant; remember, debt has not been retired – only shifted

Mon, 31/10/2011 - 15:00

Johanna Kyrklund, Head of Multi-Asset Investments at Schroders, remains vigilant to the risks associated with the Eurozone debt crisis… »

Barry Norris, partner, Argonaut Capital Partners

Now the hard work starts for Europe

Thu, 27/10/2011 - 17:26

Last night's announcement of an agreement between Euro-zone leaders and EU banks on the restructuring of Greek debt, recapitalisation of banks, leverage of the EFSF and a move toward common economic governance within the Euro-zone was the most credible political response to date to the sovereign debt crisis, says Barry Norris, partner, Argonaut Capiral Partners… »

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