All comment and opinions

Espen Robak, president and founder of Pluris Valuation Advisors

Opinion: Why the Black-Scholes model overvalues illiquid hedge fund assets

Tue, 19/04/2011 - 18:29

Espen Robak, president and founder of Pluris Valuation Advisors, argues that Black-Scholes and other theoretical valuation models have long failed to value illiquid securities properly, but but their inadequacy is especially an issue today because of the prevalence of illiquid assets, regulatory insistence on fair value and the availability of more accurate methodologies. »

Brian Coulton, Global Emerging Markets Strategist, LGIM

Comment: China failing to get to grips with inflationary pressures

Thu, 14/04/2011 - 16:00

Legal & General Investment Management's (LGIM) Global Emerging Markets Strategist, Brian Coulton (pictured), explains that mounting inflationary pressures in China could potentially force more substantial monetary tightening than currently signalled by the authorities or the market... »

James Millard, CIO, Skandia Investment Group

Comment: A 'great year turns into a 'good' year

Wed, 13/04/2011 - 14:13

Skandia Investment Group (SIG) CIO James Millard explains that, despite the earthquake in Japan and rising oil prices, the company remains bullish on global equites… »

Philip Millward, partner, Walkers

Opinion: Cautious optimism in Cayman for primary private equity fundraising

Mon, 04/04/2011 - 06:00

Statistics and anecdotal evidence from the first months of 2011 suggest that a significant upturn is underway in primary private equity fundraising, and offshore jurisdictions are set to benefit from the trend, according to Philip Millward (pictured) and Julian Ashworth, a partner and senior counsel respectively with Walkers’ private equity group in the Cayman Islands. »

Faris Abdulrazzaq, Senior portfolio manager for Menasa Capital Management

Comment: Revolutions in Tunisia and Egypt impact across the Arab world; UAE could benefit from current wave of events in the Middle East

Mon, 28/03/2011 - 17:00

Faris Abdulrazzaq (pictured), Senior portfolio manager for Menasa Capital Management, examines the impact of regime change across the Arab world. »

Lawrence Galitz, ACF Consultants

Comment: A rise in interest rates will not cure Britain’s inflation woes

Thu, 24/03/2011 - 14:18

A rise in interest rates is not the answer to rising inflation warns Lawrence Galitz of ACF Consultants, after UK Chancellor George Osborne predicted in his ‘Budget for Growth’ that inflation will rise to 5% this year before dropping to 2% in two years time. »

Dermot Butler, Chairman, Custom House Group Fund Services

Comment: Looking at Dodd-Frank outside (the US)

Wed, 23/03/2011 - 16:53

Dermot Butler (pictured), Chairman, Custom House Group Fund Services, outlines some of the key exemptions for investment advisers under the Dodd-Frank rule. »

Bill O'Neill, CIO, Merrill Lynch Wealth Management

Comment: Merrill Lynch Wealth Management CIO Bill O'Neill assesses the potential financial aftershocks of Friday's devastating earthquake

Mon, 14/03/2011 - 16:46

The extensive damage caused by the enormous earthquake and tsunami that struck Japan at 2.46pm (local time) on Friday afternoon has gradually taken form over the weekend. Our thoughts are first and foremost with those affected by this tragedy. The human impact is still difficult to fully comprehend – the loss looks to be grievous. The economic and financial consequences are still largely unformed with nuclear facilities in the locality still at some considerable risk. »

Carl Winkworth, partner, Kibbe & Orbe

Opinion: Hedge funds and the UK Bribery Act

Fri, 11/03/2011 - 06:00

The implementation of the keenly-awaited UK Bribery Act has been delayed to allow greater clarity in its provisions and definitions, but Carl Winkworth and William P. Barry of law firm Richards Kibbe & Orbe argue that there is no reason for hedge fund and private equity managers to wait until final publication of the legislation to begin implementing anti-corruption compliance programmes. »

Luke Stellini, European Product Director, Invesco Henley European Equity Team

Comment: Sustainable recovery in sentiment towards European equities

Wed, 02/03/2011 - 06:00

Luke Stellini (pictured), European Product Director, Invesco Henley European Equity Team, examines growing evidence of a recovery in the European stockmarkets. »

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