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All comment and opinions

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

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… »

Laurent Deltour, Chairman, Sycomore Asset Management

Emerging market equities: an asset-class that remains attractive, as long as you are selective

Tue, 14/08/2012 - 10:41

The global economy can’t afford to wait any longer for euro zone (in)decisions. European stagnation is increasingly worrying US officials as well as those in the emerging markets. Given that Europe remains the major trading partner for both China and the United States, the economic slowdown of our economies has serious consequences for global growth prospects, says Laurent Deltour (pictured), Chairman, Sycomore Asset Management… »

Giles Sitbon, Sycomore Asset Management

What place do equity long/short strategies have in an investment portfolio?

Wed, 08/08/2012 - 12:24

The current market environment has led some investors to completely avoid equity markets. But it is those kinds of uncertain and volatile conditions that make long/short strategies highly relevant today as they offer uncorrelated returns and reduced volatility, say Gilles Sitbon (pictured), fund Manager of Sycomore L/S Opportunities, and Olivier Mollé,fund manager of Sycomore L/S Market Neutral… »

Azad Zangana, European economist, Schroders

ECB - Draghi disappoints

Fri, 03/08/2012 - 11:35

After building up market expectations to near euphoric levels, ECB President Mario Draghi failed to deliver the policy to back up his promises of “doing whatever it takes to save the Euro”, says Azad Zangana (pictured), European economist at Schroders… »

Azad Zangana, European Economist at Schroders

Bank of England on hold

Thu, 02/08/2012 - 13:30

Azad Zangana, European Economist at Schroders, on the Bank of England’s decision to leave interest rates at 0.5%… »

Bruno Springael, Senior Investment Manager, Global High Dividend at ING Investment Management

Japan attractive in event of weakening Yen

Wed, 01/08/2012 - 12:32

The domestic Japanese economy remains sluggish, but with valuations close to an all-time low, stocks look attractive, especially in the event of a weakening of its currency, says Bruno Springael, Senior Investment Manager, Global High Dividend at ING Investment Management… »

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