Sign up for free newsletter

 

All comment and opinions

James Millard, CIO, SIG

Skandia Investment Group (SIG) increases weighting to equities

Thu, 19/01/2012 - 09:11

SIG is increasing its weighting to equities against a background of almost universal investor pessimism, according to the firm’s latest monthly asset allocation report. In his monthly note, SIG CIO James Millard says, “investors remain very overweight cash” but “we are considerably more optimistic on the outlook for markets than consensus”… »

John Redwood, investment committe chairman, Evercore Pan-Asset

Are UK prospects improving?

Wed, 18/01/2012 - 13:24

John Redwood, chairman of Evercore Pan-Asset’s investment committee, looks at what the coming year could hold for the UK economy… »

Andreas Roemer, head of emerging markets, DWS Investments

China vaulations provide great entry proint for investors

Tue, 17/01/2012 - 13:24

Current valuations in China provide a great entry point for investors, says Andreas Roemer, head of emerging markets, DWS Investments… »

Emily Benson, director, Kinetic Partners

New regulator, new approach?

Mon, 16/01/2012 - 08:14

Emily Benson, Director at financial advisory firm Kinetic Partners, on the Treasury Select Committee’s report on the role of the new Financial Conduct Authority… »

Gary Gensler, chairman, CFTC

Segregation of customer funds for cleared swaps

Thu, 12/01/2012 - 15:17

Gary Gensler (pictured), chairman of the US Commodity Futures Trading Commission (CFTC) is backing the final rules on the segregation of customer funds for cleared swaps… »

China flag

‘A Postcard from China’

Wed, 11/01/2012 - 16:32

Jing Sun, Manager of the PSigma Global Equity Fund, is encouraged by a recent research trip to China… »

John Chatfeild-Roberts, Chief Investment Officer and Head of the Jupiter Merlin Independent Funds Team at Jupiter Asset Management

Investors need to reassess risk to navigate markets in 2012

Thu, 05/01/2012 - 17:18

Normal assumptions about investing in share and bond markets have been turned upside down by Europe’s debt crisis, according to John Chatfeild-Roberts (pictured), Chief Investment Officer and Head of the Jupiter Merlin Independent Funds Team at Jupiter Asset Management… »

India flag

India is the economy to watch in 2012

Thu, 05/01/2012 - 06:00

When it comes to emerging markets, China invariably seems to be the focus of attention, but the country to watch in 2012 is India, according to Edward Bland, Head of Investment Research at Duncan Lawrie Private Bank… »

Don Steinbrugge, Agecroft Partners

Agecroft Partners predicts hedge fund industry trends for 2012 

Wed, 04/01/2012 - 15:36

Agecroft Partners predicts 2012 will be the best year for net flows into the hedge fund industry since 2007 despite the lacklustre investment performance for the industry in 2011. According to Agecroft’s Don Steinbrugge, this conclusion is based on several dominant and emerging trends the firm has identified through their conversations with more than 300 hedge fund organisations and 2,000 institutional investors during 2011… »

EU flag

US corporates can ride out Eurozone crisis

Tue, 03/01/2012 - 14:58

Probably the most impressive develop­ment in the investment universe in the last couple of years has been the dramatic growth in US corporate profits. The question is whether these re­cord profits are sustainable because of the continuing crisis in the Eurozone, according to Paul Chew, Head of Investments at US equity specialists Brown Advisory. »

latestjobs
Junior Quantitative Trader

Sat, 04 Jul 2015 00:00:00 GMT

Compliance Officer, Vice President, Private Banking

Fri, 03 Jul 2015 00:00:00 GMT

Credit Risk AVP/VP | Singapore

Fri, 03 Jul 2015 00:00:00 GMT

events
2 days 6 hours from now - Hong Kong
2 weeks 6 hours from now - Rhode Island
specialreports