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All comment and opinions

Nigel Sillis, Director of Research, Fixed Income and Currency Team, Baring Asset Management in London

Comment: US AAA credit rating is unsustainable

Mon, 01/08/2011 - 14:34

Despite the US edging closer to a bipartisan deal that would raise the country's borrowing limit, Nigel Sillis (pictured), Director of Research, Fixed Income and Currency Team at Baring Asset Management in London, still believes it's a case of 'when' rather than 'if' America's credit rating is downgraded… »

Tom Winnifrith, founder, T1ps

Comment: US debt deal is a 'pathetic compromise'

Mon, 01/08/2011 - 11:41

Tom Winnifrith (pictured), manager of the SF t1ps Smaller Companies Gold Fund, has described the proposed US debt ceiling deal as a “pathetic compromise which will not convince anyone and which must cause US debt to lose its AAA rating very soon indeed". And he predicts that this will help drive gold to USD2100 oz before Obama faces re-election in November 2012… »

Peter Moore, head of regulation & compliance, IMS Group

Comment: Soros' transformation from HF to family office will be a one-off 

Wed, 27/07/2011 - 11:29

Peter Moore, head of regulation & compliance, The IMS Group, is not expecting other hedge fund managers to follow George Soros' lead in turning his firm into a family office… »

Ralf Oberbannscheidt, portfolio manager, DWS Invest Global Agribusiness

Comment: Increased demand for food and fuel will keep pressure on commodities

Tue, 26/07/2011 - 12:21

Ralf Oberbannscheidt (pictured), portfolio manager, DWS Invest Global Agribusiness believes commodities will remain under pressure due to increased demand for food and fuel... »

Thomas Becket, CIO, PSigma Investment Management

Opinion: In the summertime

Thu, 21/07/2011 - 07:00

It could be a long summer, argues PSigma Investment Management chief investment officer Tom Becket (pictured), with the European sovereign debt crisis and the political argument over raising the US government debt ceiling still unresolved. Unless these issues are tackled decisively, not even the sterling performance of the corporate sector may be enough to sustain the fragile market recovery of the past two years… »

Neil Williams, Chief Economist, Global Government and Inflation-Linked Bonds, Hermes Fund Managers

Comment: Ahead of the curve: Soft patch or relapse?…

Thu, 21/07/2011 - 06:00

Despite being cautious on G5 growth, it’s difficult seeing value in bonds. Unless, of course tepid recovery rates are now relapsing into something more sinister, in which case, deflation-risk re-emerges and QE gets dusted off again. Neil Williams (pictured), Chief Economist, Global Government and Inflation-Linked Bonds at Hermes Fund Managers, discusses why any comparisons that liken now to the 2008-2009 crisis look premature… »

Rupert Foster, manager, Matrix Asia UCITs Fund

Comment: China is set for a ‘soft landing’

Wed, 20/07/2011 - 17:19

Pan-Asian equities are at an inflection point this summer. The question everyone is asking is: have the Chinese authorities over-tightened, thus causing a hard landing in the economy, or have they finessed their tightening expertly and managed to create the much sought after ‘soft landing’. Rupert Foster (pictured), manager of the Matrix Asia UCITS Fund comments on why he is in the ‘soft landing’ camp… »

Dr Oliver Plein, head of product specialists - equities, DWS Investments

Comment: Monetary policy changes key in 2011

Wed, 20/07/2011 - 06:00

Dr Oliver Plein (pictured), Head of Product Specialists - Equities at DWS Investments, takes a look at how today's environment impacts equities… »

Andrew Morris, managing director, Signature

Comment: How the Eurozone crisis threatens the UK

Tue, 19/07/2011 - 11:57

Andrew Morris (pictured), managing director of Signature, the arm of Rowan Dartington dedicated to supporting investment professionals and their clients, comments on the Eurozone crisis and the threat it poses to the UK… »

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

Comment: Regulatory overload

Mon, 18/07/2011 - 15:56

Regulation must be 'targeted, appropriate and relevant', says Dermot Butler, chairman of Custom House Global Fund Services Ltd and Custom House Group… »

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