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All comment and opinions

Philippe Lecoq, Co-manager of European Equities, Edmond de Rothschild Asset Management

The outlook for European equities amid troubled markets

Fri, 14/10/2011 - 11:15

Today’s market environment is very tricky. Volatility is high and investors are expecting the worst: sovereign defaults in Europe, a double dip in the US and weakness in the banking sector. This has all led to severe tensions on stock markets, says Philippe Lecoq (pictured), Co-manager of European Equities and Olivier Huet, European equity fund manager at Edmond de Rothschild Asset Management. And yet the microeconomic picture contrasts sharply with the current macroeconomic situation. In Europe in particular, companies are enjoying excellent fundamentals like historically high margins, robust balance sheets and abundant liquidity… »

Thomas Becket, Chief Investment Officer, PSigma Investment Management

Bridge over troubled water

Wed, 12/10/2011 - 00:34

Many opportunities exist for the patient investor, says Thomas Becket, Chief Investment Officer, PSigma Investment Management… »

Bill O'Neill, CIO, Merrill Lynch Wealth Management

Emerging market equity valuations begin to look attractive

Tue, 11/10/2011 - 09:55

The corollary to the recent falls in emerging market equities is that valuations begin to look attractive, says Bill O’Neill, EMEA Chief Investment Officer of Merrill Lynch Wealth Management… »

Chris Wylie, chief investment officer, Iveagh Private Investment House

Latest round of QE is 'bold'

Mon, 10/10/2011 - 12:43

Chris Wyllie, chief investment officer at Iveagh Private Investment House (Guinness family office), comments on the BoE’s announcement of a further GBP75bn of QE… »

Azad Zangana, European Economist, Schroders

BoE restarts quantitative easing

Thu, 06/10/2011 - 12:46

Azad Zangana (pictured), European Economist at Schroders, on the Bank of England's decision to restart quantitative easing… »

Stefan Keller, Head of MAP Research, Lyxor Asset Management

Hope for the best, prepare for the worst

Mon, 03/10/2011 - 07:57

The once-in-a-generation uncertainty about sovereign debt has risen further as cyclical worries have resurfaced, says Stefan Keller, head of MAP research at Lyxor Asset Management…. »

Up arrow

US investors seek exposure to European blue chip companies with a 117% increase in DR trades

Thu, 29/09/2011 - 10:17

Despite falling equity prices across Europe, there has been a sharp rise in the purchase of European blue chip American Depositary Receipts (ADRs) – securities issued by European companies and traded on US exchanges, says Chris Hanley, Regional Manager UK and Ireland, BNY Mellon… »

John Redwood, Chairman, Evercore Pan Asset’s Investment Committee

The Euro crisis infects world markets

Tue, 27/09/2011 - 11:59

John Redwood (pictured), Chairman of Evercore Pan Asset’s Investment Committee, on the effect of the Euro crisis on world markets… »

Morten Spenner, CEO, IAM

Hedge funds are back doing what they do best

Fri, 23/09/2011 - 11:47

Morten Spenner (pictured), CEO of International Asset Management (IAM) the GBP2.8bn Fund of Hedge Funds, challenges the recent loss of faith in hedge funds and argues that they are now back doing exactly what investors expect of them… »

Azad Zangana, Schroders

ECB to continue buying bonds despite Italian downgrade

Thu, 22/09/2011 - 06:00

The European Central Bank (ECB) will continue buying bonds despite Standard & Poor's decision to downgrade Italy's sovereign debt rating from A+ to A, says Schroders' Azad Zangana… »

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