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All comment and opinions

UK flag

UK stamp duty changes will benefit the majority

Wed, 03/12/2014 - 19:12

Guy Ellison, Head of UK equities at Investec Wealth & Investment, comments on the impact of the the UK Chanelor George Osborne’s Autumn Statement… »

India flag

India & Brazil's future growth reliant on reform

Mon, 01/12/2014 - 18:10

Schroders Emerging Markets Economist, Craig Botham, comments on the latest GDP data from India and Brazil… »

Japan flag

Japan at crossroads

Fri, 28/11/2014 - 10:33

Prime Minister Shinzo Abe’s call for a snap general election and the delay in the second sales tax hike until April 2017 should encourage spending by individuals and investment by companies, says Sam Perry, senior investment manager of Japanese equities at Picket Asset Management… »

Oil barrels

Long-term picture for oil stronger than it has been for decades

Tue, 25/11/2014 - 19:08

Ahead of OPEC’s next meeting on Thursday 27 November, Graham Martin, Managing Director at Optima Investment Management (Europe) provides his view on the impact discussions around the levels of oil production may have on investors… »

Steve Davies, Jupiter Asset Management

Politics and portfolio positioning, or why “an ounce of prevention is worth a pound of cure”

Thu, 20/11/2014 - 12:11

The UK economic recovery remains strong and we can now see wage growth coming through to drive the next phase of growth. However, uncertainty over the outcome of next year’s general election calls for rigorous stress testing of our portfolio and forward planning that should stand us in good stead whatever the political hue of the country’s next government, says Steve Davies, co-manager of the Jupiter UK Growth Fund… »

UK flag

Bank of England will be forced into action next year

Wed, 19/11/2014 - 11:53

Gautam Batra, Investment Strategist at Signia Wealth, comments on the latest Bank of England MPC minutes… »

John Vail, Nikko AM

Abenomics on track despite recession

Tue, 18/11/2014 - 12:09

Nikko Asset Management’s Chief Global Strategist, John Vail, believes Abenomics is still on track despite Japan being back in recession… »

India flag

India CPI inflation 'on track' to hit target

Mon, 17/11/2014 - 12:23

Arvind Chari, Investment Adviser, at ACPI Investment Managers comments on the recent Indian CPI figures… »

Scott Jamieson, Kames Capital

Door closes on Bank of England’s opportunity to lift base rates

Thu, 13/11/2014 - 19:27

Scott Jamieson (pictured), head of multi-asset at Kames Capital reacts to the Bank of England’s latest Quarterly Inflation Report… »

Ian Enslin, Waverton Investment Management

UK's big four food retailers facing ‘inevitable price war’

Tue, 11/11/2014 - 13:39

Ian Enslin, Charity Director at Waverton Investment Management, comments on Sainsbury's and the 'Big Four' retailers… »

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