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All comment and opinions

Ronnie Armist, Stonehage Investment Partners

Japan’s ticking time bomb

Wed, 26/09/2012 - 15:29

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

Mon, 24/09/2012 - 15:33

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

Fri, 14/09/2012 - 11:12

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… »

Sean Segar, Head of Product at Nedgroup Investments, Cash Solutions

Ten good reasons to invest in SA money market funds

Wed, 12/09/2012 - 12:17

Money market funds are a relatively new development in South Africa having first appeared in the country in 1995.  And already the sector has attracted ZAR240 billion; this figure amounts to just under a quarter of the South African unit trust industry and is a similar ratio to that in Europe and the USA. According to Sean Segar, Head of Product at Nedgroup Investments, Cash Solutions, this popularity is because of the convenience of money market funds and the many benefits that they offer over traditional bank deposits… »

Mike Shiao, Invesco

China’s new focus on qualitative growth should benefit investors

Thu, 30/08/2012 - 11:48

China has set out on a reform course that is expected to structurally transform its economic landscape. Mike Shiao (pictured), Investment Director in charge of Greater China Markets at Invesco, explores the key measures taken and the new opportunities these are believed to bring for investors in China’s equity markets… »

Stefan Keller, Lyxor AM

Summer rally

Thu, 30/08/2012 - 08:31

Hedge fund managers are lagging the current summer rally, says Stefan Keller (pictured), head of MAP research & external relations at Lyxor AM… »

Scott MacDonald, MC Asset Management

Global economic issues fade in the hazy days of August

Fri, 24/08/2012 - 11:05

As bond and equity trading desks whittle down to skeleton crews, new bond issuance slows to a trickle, and policymakers become more difficult to find, global economic issues seem to fade into the hazy days of August, says Scott B MacDonald (pictured), Head of Research/Senior Managing Director, MC Asset Management Holdings… »

Ken Stuzin, Brown Advisory

Slowing growth in China, but one company bucks the trend

Thu, 16/08/2012 - 17:05

Amidst concern about slowing growth in China and other emerging markets, Ken Stuzin (pictured), fund manager of the Brown Advisory US Equity Growth Fund says at least one company is bucking the trend… »


Japan – most realistically valued of all major equity markets

Thu, 16/08/2012 - 06:00

Japan is a market that James Sullivan, manager of the CF Miton Arcturus Fund, continues to believe is the most realistically valued of all the major equity markets… »

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

Why global credit is still our favourite asset class

Wed, 15/08/2012 - 10:11

It is quite a consensus call to have an overweight position on developed market credit but, says Williams Sels (pictured), UK Head of Investment Strategy at HSBC Private Bank, this still makes a lot of sense… »

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