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All comment and opinions

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… »

Martin Bock, RBC Dexia

KII countdown: the global dimension

Tue, 12/06/2012 - 22:00

Key Investor Information becomes a reality in twenty days – and this is just the start. Martin Bock (pictured), Senior Manager, Funds Segment Strategy at RBC Dexia, comments… »

Jonathan Compton, managing director, Bedlam Asset Management

The default delusion – Inevitable...and desirable

Sun, 10/06/2012 - 15:17

The many tortuous “what if” articles on the eurozone‟s financial problems address the risks of collapse and contagion together with the inchoate political responses. Inevitably they conclude catastrophic consequences. There is no gain in further exaggerating this fairy tale, which is repeated to frighten voters into submission, says Jonathan Compton, managing director, Bedlam Asset Management… »

Down arrow on graph

Global markets continue down in May

Wed, 06/06/2012 - 13:22

Global markets continued downward in May, posting deeper declines than they did in April, according to Howard Silverblatt of S&P Indices…  »

Japan flag

Japan’s rapid progress creates positive stock market prospects

Tue, 05/06/2012 - 11:11

While the strong yen and the European crisis continue to pose challenges, Invesco’s investment professionals are quite positive about the long-term prospects for Japanese equities, says Kunihiko Sugio, CIO & Chief Portfolio Manager at Invesco Japan… »

Mark Hawtin, fund manager, GAM Star Technology Fund

Technology – looking beyond Facebook

Fri, 01/06/2012 - 09:40

Mark Hawtin, fund manager of the GAM Star Technology Fund has recently returned from a regular visit to the Silicon Valley and Seattle. Her he provides an update on finding value in the Technology sector… »

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