All comment and opinions

Scilla Huang Sun, fund manager, JB Luxury Brands Fund, Swiss & Global Asset Management

Comment: Sparkling demand for luxury brands

The luxury goods industry is growing, and continues to be profitable, says Scilla Huang Sun (pictured), fund manager, JB Luxury Brands Fund, Swiss & Global Asset Management… »


Adam Hewitson, legal counsel to Throgmorton

Opinion: The impact of the UK’s Remuneration Code on hedge fund managers

Adam Hewitson, legal counsel to outsourcing provider Throgmorton, argues that although hedge fund managers benefit from the principle of proportionality under the UK’s newly-revised Remuneration Code for the financial industry, they will still face pressure on management time and resources in ensuring compliance. »


Thomas Weber, Chief Investment Officer Hedge Funds, LGT Capital Partners

Comment: 2011 presents an attractive environment for active hedge fund managers

Thomas Weber, Chief Investment Officer Hedge Funds, LGT Capital Partners and lead portfolio manager of fund of hedge funds Castle Alternative Invest (Castle AI), examines the outlook for 2011. »


Paul Marson, chief investment officer at Lombard Odier Darier Hentsch

Comment: The CHF, just a stamp of excellence?

The turn of the year saw the CHF hit record highs. The trade-weighted exchange rate was up 15% in 2010, and is 30% higher from the start of the financial crisis in October 2007. Paul Marson (pictured), chief investment officer at Lombard Odier Darier Hentsch, examines the factors driving this upwards run. »


Bill Miller, Chairman and CIO, Legg Mason Capital

Comment: US Large Caps significantly undervalued

Bill Miller (pictured), Chairman and CIO of Legg Mason affiliate Legg Mason Capital Management, believes US large cap equities are significantly undervalued and that the S&P 500 could deliver as much as 15% growth in 2011. »


Colin McKie, partner, Maples & Calder

Comment: The Cayman Islands Privy Council decision in the Strategic Turnaround appeal

On 13 December 2010, the Privy Council delivered its judgment in the Strategic Turnaround appeal from the Cayman Islands Court of Appeal. Maples and Calder comments on the decision, which clarifies a number of important points in respect of suspensions and redemptions by Cayman Islands investment funds. »


Ghadir Abu Leil Cooper, Investment Manager, Baring MENA Fund

Comment: FIFA's World Cup Decision

Ghadir Abu Leil Cooper (pictured), Investment Manager, Baring MENA Fund and Matthias Siller, Investment Manager, Baring Russia Fund, summarise the investment implications of FIFA’s decision to host the 2018 and 2022 World Cups in Russia and Qatar respectively.  »


Opinion: Litigation funding – the new, new thing

Opinion: Litigation funding – the new, new thing

Third-party funding of litigation is gaining ground in the UK, but its success will depend on the degree to which the concept is embraced by both the legal profession and the investment community, and the appetite for risk and reward among both litigants and investors, according to partner Gavin Foggo (pictured) and associate Molly Ahmed from the litigation department of City law firm Fox Williams. »


Philippe Gougenheim, Head of Hedge Funds, Unigestion

Comment: Opportunities should arise from Tactical Trading and Arbitrage hedge fund strategies in 2011

Philippe Gougenheim, Head of Hedge Funds at Unigestion, says periods of sharp volatility in markets should lead to significant opportunities from Tactical Trading and Arbitrage strategies in the year ahead. »


Saul Singer, principal, Fusion Alternatives

Comment: Diamonds - Why polished prices are stagnating as rough prices rise

Saul Singer (pictured), a principal at Fusion Alternatives, the alternative investment asset manager specialising in investment diamonds, examines the current price movement of rough and polished diamonds. »


Upcoming events

4 weeks 4 days from now - Hong Kong
4 weeks 4 days from now - Ulaanbaatar
4 weeks 5 days from now - Dublin
5 weeks 3 days from now - California
5 weeks 3 days from now - California

Upcoming training

Sun, 24/08/2014 (All day) - Dubai
Wed, 10/09/2014 (All day) - London
Mon, 29/09/2014 (All day) - London