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All comment and opinions

Turkey flag

Turkish equities could now offer an attractive entry point

Wed, 10/06/2015 - 12:05

Erdinç Benli, Co-Head of the Global Emerging Markets team at GAM, on the effects of the outcome of the Turkish general election… »


US jobs market back on the boil

Mon, 08/06/2015 - 12:43

After months of gentle simmering, America's jobs market is back on the boil in a clear sign the US economy has cranked up the gas, says Marcus Bullus, trading director at MB Capital… »

EU flag

Does the price action of bunds signal an end to ultra low rates?

Sun, 07/06/2015 - 12:12

The recent shock movement in bunds infers the ECB will not implement QE in full given the outlook for the Eurozone is improving and inflation is stabilising at its set target (2% y/y )as it begins to show signs of acceleration with the rise in oil prices, says Andre Severino, Head of Fixed Income for US and Europe at Nikko Asset Management… »

Greece map

How much should markets fear a Greek default?

Thu, 04/06/2015 - 14:28

Alan Cauberghs, Senior Investment Director, Fixed Income, comments on the implications of the current situation in Greece for investors… »


US M&A deal pace is deliberate

Wed, 03/06/2015 - 10:37

David Shine, Partner – Corporate Department at international law firm Paul Hastings, comments on the news that US bound M&A deal activity in May surpassed the previous monthly record set in 2007… »

Craig Botham, Schroders

Indian and Brazilian growth figures likely to prompt easing

Tue, 02/06/2015 - 09:39

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

China flag

China cuts rates, but more are needed

Tue, 12/05/2015 - 13:02

Craig Botham, Emerging Markets Economist at Schroders, comments on the rate cut in China… »

Up arrow

Interest rate rises will be for the right reasons

Sun, 10/05/2015 - 13:02

Man GLG's Henry Dixon reacts to the UK General Election result… »

Currency cogs

UK election prompts sharp reaction in FX markets

Fri, 08/05/2015 - 10:01

Adam Chester, Head of Economic Research and Market Strategy at Lloyds Bank Commercial Banking, comments on the market reaction to the UK Election… »

UK flag

Impending UK general election creating uncertainty

Wed, 06/05/2015 - 10:50

Chris Kitchenham, Director at Walker Crips, comments on the impending UK general election…   »

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