All comment and opinions

Donald A. Steinbrugge, CFA, Managing Member, 
Agecroft Partners

Comment: SEC approves registered third party marketers doing business with public pension funds

Last week the SEC officially changed its position, voting to adopt new rules concerning public pension funds’ pay-to-play practices. Donald A. Steinbrugge, CFA, Managing Member,
 Agecroft Partners, LLC, examines the impact of the new rules. »


Mary Chris Gay, portfolio manager of the Legg Mason US Equity Fund

US in sweet spot of equity investment cycle, says Legg Mason

Mary Chris Gay (pictured), portfolio manager of the Legg Mason US Equity Fund, explains how low inflation rates, slack in the economy and continuing high rates of unemployment have put the US in a ‘sweet spot’ of the equity investment cycle… »


Andrew Milligan, head of global strategy, Standard Life Investments

Comment: Trains, planes and financial regulation

Andrew Milligan, head of global strategy at Standard Life Investments, argues that it will take time before the effectiveness – or otherwise – of the UK’s proposed new structure financial for financial regulation becomes clear. »


George Osborne, Chancellor of the UK Exchequer

Comment: Emergency UK Budget - June 2010

George Osborne, the youngest Chancellor of the UK Exchequer in over a century, has had to produce a budget in some of the toughest times in recent years.  Kinetic Partners outlines the key headlines from the budget, including an increase in the rate of capital gains tax to 28% for high rate taxpayers. »


Teresa Owusu-Adjei, asset management tax leader, PricewaterhouseCoopers LLP

Comment: UK Budget – implications for asset managers

Teresa Owusu-Adjei, asset management tax leader, PricewaterhouseCoopers LLP, comments on the proposed bank levy, and on the Government's proposals for consultation on issues impacting the competitiveness of the UK in the asset management sector. »


William Davies, Threadneedle, Head of European Equities

Comment: The outlook for European Equities

William Davies, Head of European Equities, Threadneedle, examines the prospects for Europe against a backdrop of austerity packages. »


Peter Ainsworth, Managing Director, EM Applications

Comment: New UCITS rules on VaR will hurt investors

At a time of high market volatility, the latest consultation by the Committee of European Securities Regulators (CESR), which closed on 31May 2010, would allow UCITS funds to be twice as risky as the riskiest equity markets, says Peter Ainsworth (pictured), Managing Director of EM Applications, a supplier of investment risk solutions to asset managers and securities firms. »


Comment: The case for Brazil

Comment: The case for Brazil

Julian Thompson (pictured), Head of Emerging Market Equities at Threadneedle Asset Management, outlines his emerging market equity outlook for Brazil. »


Jeremy Charlesworth, Manager, Moonraker Commodities Fund

Comment: Silver is set for steeper rally than gold

  Silver is being overlooked by investors in the rush for precious metals and is primed for a major price breakthrough that will outstrip gold, which has dominated the market’s attention in recent months, notes Jeremy Charlesworth, Manager of the Moonraker Commodities Fund.   »


Comment: Keep an eye on restructuring opportunities in Spain

Comment: Keep an eye on restructuring opportunities in Spain

Patrick Atkinson, partner, PricewaterhouseCoopers in Spain comments on current M&A activity in the Spanish financial services market following the rescue of a savings bank. »


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