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All comment and opinions

Private banks are not sovereign liabilities

Private banks are not sovereign liabilities

Tue, 10/07/2012 - 12:13

The decision made by the rating agency Moody’s to downgrade the credit ratings of a string of global banks was greeted inevitably when markets opened on the following day by a sell-off helped by weaker US data and Wall Street down 2%. The strange thing about the rating downgrade is that it came too late, says James M M Edwards (pictured), chief investment officer, Eurofin Capital… »

China rate cut shocks market

China rate cut shocks market

Fri, 06/07/2012 - 10:01

China’s central bank surprised markets by unexpectedly cutting interest rates for the second time in two months. Benchmark lending rates have been lowered by 31 basis points to 6 per cent, whilst deposit rates will be cut by 25 basis points to 3 per cent, says Liz Evans (pictured), Senior Investment Director and Manager of the Cavendish Asia Pacific Fund… »

Azad Zangana, European Economist, Schroders

ECB interest rate cut 'marginally beneficial' for the eurozone

Thu, 05/07/2012 - 15:22

Azad Zangana (pictured), European Economist at Schroders, on the ECB’s decision to cut interest rates to a record low… »

Japan flag

Sumitomo Mitsui Trust downgrades Japan growth to 17.8%

Wed, 04/07/2012 - 16:13

Masashi Oda, Chief Investment Officer, Sumitomo Mitsui Trust Group on the latest activity in Japanese equity markets… »

Peter Moore, Head of Regulation, IMS Group

The dangers of sharing a name with a bad dog

Thu, 28/06/2012 - 14:19

Peter Moore (pictured), Head of Regulation at the IMS Group, on AIFMD and its failure to make distinctions in the European alternative asset management industry… »

Willem Sels, UK Head of Investment Strategy, HSBC Private Bank

Lowering the cost of diversification

Tue, 26/06/2012 - 13:07

Short-term volatility remains likely, as policy makers in Europe – but also in the US – have a lot of fundamental problems to address. Markets remain sceptical that they will come up with the desired solutions and worry that politicians will remain behind the curve, says Willem Sels, UK Head of Investment Strategy, HSBC Private Bank… »

Piere Lagrange, GLG

ECB can steer us through the crisis, but trying to keep Greece inside the Euro is futile

Fri, 22/06/2012 - 06:00

It would be possible for the ECB to underwrite all the existing and future debt of the Eurozone sovereigns, without moral hazard, but Greece should leave, says Piere Lagrange, manager of GLG’s European Long Short Fund… »

Miles Geldard, co-manager, Jupiter Strategic Reserve Fund

Overvaluation of sovereign bonds and anomalies in certain currency values are primary focus

Mon, 18/06/2012 - 18:03

Miles Geldard, co-manager of the Jupiter Strategic Reserve Fund comments on the institutional fund’s outlook…

Barry Norris, partner at European fund management boutique, Argonaut Capital Partners

New Democracy coalition negotiations will not be straightforward

Sun, 17/06/2012 - 23:21

As expected, New Democracy has ‘won’ the Greek election, becoming the biggest party in the new parliament. Now they must try to form a working coalition government, says Barry Norris (pictured), partner at European fund management boutique, Argonaut Capital Partners…


Sean Segar, Nedgroup Investments

ZAR534 billion on corporate balance sheets not efficiently utilised

Wed, 13/06/2012 - 13:56

With interest rates persisting at their lowest levels in 30 years, the 14% increase in corporate deposits in South Africa over the last year, is adding significant pressure to returns on equity for many local companies already sitting on huge cash piles, says Sean Segar, Head of Product: Cash Solutions at Nedgroup Investments… »

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