All comment and opinions

Comment: Inflation outlook – ‘bad’ inflation is coming

Comment: Inflation outlook – ‘bad’ inflation is coming

Jerry Haworth, Director, 36 South Investment Managers Ltd, examines the outlook for inflation and explains the forces that are driving economies towards a ‘bad’ inflation scenario. »


Comment: US public pension funds to increase allocation to hedge funds at greater rate than corporate pension plans

Comment: US public pension funds to increase allocation to hedge funds at greater rate than corporate pension plans

Donald A. Steinbrugge (pictured), Managing Member
Agecroft Partners, LLC, predicts that United States public pension funds will increase their allocation to hedge funds at a faster rate than corporate pension plans due to sweeping new corporate pension legislation that is just beginning to take hold in the industry. »


Aima welcomes French/German statement on alternatives directive

Aima welcomes French/German statement on alternatives directive

The Alternative Investment Management Association has welcomed the statement by the French and German Finance Ministers, Christine Lagarde and Wolfgang Schäuble, that qualified investors should be free to invest in funds from all around the globe irrespective of quality standards set for European hedge funds. »


Comment: Expecting the unexpected – Will the stockmarket ignore the UK general election?

Comment: Expecting the unexpected – Will the stockmarket ignore the UK general election?

Richard Buxton (pictured), Head of UK Equities, Schroders, examines the impact of the UK general election on stockmarket sentiment. »


Comment: Is the UK Government paying too much to borrow?

Comment: Is the UK Government paying too much to borrow?

Toby Nangle, Director, Multi-Asset and Fixed Income Team at Baring Asset Management, unravels the funding implications of the UK’s latest Budget. »


Comment: UK Budget – impact on the property market

Comment: UK Budget – impact on the property market

Milan Khatri, chief economist at Aberdeen Property Investors outlines the implications of the UK’s latest Budget announcement. »


Comment: What does the FSA dawn raid mean for our financial industry?

Comment: What does the FSA dawn raid mean for our financial industry?

Jérôme de Lavenère Lussan, CEO of hedge fund consultancy Laven Partners, comments on the UK Financial Services Authority’s first operation carried out with the Serious Organised Crime Agency (SOCA), resulting in the arrests this week of six men on suspicion of being involved in an insider dealing ring. »


Comment:  Bridging venture capital uncertainty and fair value

Comment: Bridging venture capital uncertainty and fair value

Expansion and later-stage venture capital companies present unique valuation challenges for investors. Mark McMahon, a Director in the Portfolio Valuation group at international financial advisory investment banking firm Duff & Phelps, discusses what a robust Fair Value analysis should consider. »


Comment: Regulatory arbitrage - the case of credit default swaps

Comment: Regulatory arbitrage - the case of credit default swaps

Dr Richard Reid (pictured), director of research at the International Centre for Financial Regulation in London, says the controversy surrounding the role of credit default swaps in allegedly aggravating Greece’s fiscal problems illustrate differences between countries in Europe and beyond on the priorities for financial sector reforms. »


Comment: The future of international financial centres

Comment: The future of international financial centres

Geoff Cook (pictured), chief executive of Jersey Finance, argues that international financial centres such as Jersey, which are well regulated and have demonstrated their co-operation in efforts to curb tax evasion, are not part of the problems that led to the global financial crisis, but are an important part of the solution. »


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