All comment and opinions

Henning Gebhardt, head of European equities, DWS Investments

Comment: Investors continue to focus on Germany as the European growth engine

Tue, 07/06/2011 - 15:08

Henning Gebhardt (pictured), head of European equities at DWS Investments, looks at why investors are continuing to see Germany as the European growth engine… »

Dermot Butler, chairman of Custom House Global Fund Services Ltd and Custom House Group

Comment: If it works in Houston, it’ll work in Singapore

Mon, 06/06/2011 - 15:43

There’s a lot to be said about getting a fund administration location correct. Get it wrong and you can damage client relationships along with your reputation. Get it right, and growth opportunities can blossom, says Dermot Butler, chairman of Custom House Global Fund Services Ltd and Custom House Group. »

Jonathan Harris, Product Manager – Global Fixed Income, Schroders

Comment: The UK gilt market - the big picture

Mon, 06/06/2011 - 06:00

Jonathan Harris, Product Manager – Global Fixed Income, Schroders, looks at the current state of the UK gilt market... »

Aoifinn Devitt, Portfolio Manager of the City Financial Asian Absolute Growth Fund

Comment: Faltering economic growth in China

Fri, 03/06/2011 - 06:00

Aoifinn Devitt, Portfolio Manager of the City Financial Asian Absolute Growth Fund, comments on faltering economic growth in China... »

Percival Stanion, head of Asset Allocation, Baring Asset Management

Comment: A tactical and well-timed approach to asset allocation is key for the remainder of 2011

Wed, 01/06/2011 - 11:26

With valuations for global equity markets currently not compelling and giving little room for the potential earnings disappointments that could accompany the slowing of the global economic recovery, Percival Stanion, head of Asset Allocation at Baring Asset Management, explains why, with the remainder of 2011 likely to be volatile and uncertain, a tactical and well-timed approach to asset allocation is more important than ever… »

Michael McKee, Head of Financial Services Regulation, DLA Piper

Comment: The EU and naked CDS shorting

Fri, 20/05/2011 - 06:00

Michael McKee (pictured), Head of Financial Services Regulation at DLA Piper, comments on the EU Finance Ministers decision not to permanently ban naked CDS shorting... »

Stefan Keller, head of MAP research & external relations, Lyxor AM

Comment: Emerging emancipation in emerging markets

Wed, 18/05/2011 - 09:14

Stefan Keller, head of MAP research & external relations at Lyxor AM, looks at how emerging markets are showing emancipation in terms of both fiscal policy and economic growth… »

Don Steinbrugge, Chairman, Agecroft Partners

Comment: Endowments and Foundations are back and better than ever as active allocators to hedge funds

Thu, 28/04/2011 - 10:52

Don Steinbrugge (pictured), Chairman of Agecroft Partners, looks at how endowments and foundations are rediscovering their appetite for hedge fund allocations… »

Rupert Watson, head of asset allocation, Skandia Investment Group

“S&P’s U.S. downgrade adds further fuel to a red-hot political debate”, says Skandia Investment Group’s head of asset allocation Rupert Watson

Mon, 25/04/2011 - 23:47

Credit rating agency S&P has downgraded the outlook for US long term debt from stable to negative. They said there was a 1 in 3 chance that this would lead to downgrade of US debt from its current AAA-rating within 2 years. S&P’s Nikola Swann says: "More than two years after the beginning of the recent crisis US policymakers have still not agreed on how to reverse recent fiscal deterioration or address longer-term fiscal pressures." »

James Skeggs, Head of Reasearch, Newedge

Comment: To rebalance, or not to rebalance? That is the question…

Mon, 25/04/2011 - 13:40

James Skeggs, Head of Research for Newedge, takes a look at the potential benefits and costs of portfolio rebalancing. »

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