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All comment and opinions

Graham Neilson, chief investment strategist, Cairn Capital

2012 has a good starting point even though the themes and stress points will remain the same

Wed, 25/01/2012 - 14:24

The start of this year looks very different to 2011 and 2010 even though the themes and stress points remain the same: Risk is cheaper, non government net issuance is negative, investor allocation to financials and growth related assets is low, another upturn in the global liquidity cycle is starting and Euro break up fears recently hit new highs, according to Graham Neilson, chief investment strategist, Cairn Capital… »

Selwyn Pillay, portfolio manager, Blue Ink Investments

Hedge funds to benefit from market volatility in 2012

Fri, 20/01/2012 - 13:55

With investment markets characterised by extreme levels of volatility in 2011, a trend that is expected to continue in 2012, investors need to review their investment approach in order to ensure satisfactory growth in their assets. According to Selwyn Pillay (pictured), portfolio manager at Blue Ink Investments, traditional policies and strategies may not necessarily result in palatable investment returns, especially if the general movement of asset classes (beta returns) fails to deliver conventional levels of growth.… »

James Millard, CIO, SIG

Skandia Investment Group (SIG) increases weighting to equities

Thu, 19/01/2012 - 09:11

SIG is increasing its weighting to equities against a background of almost universal investor pessimism, according to the firm’s latest monthly asset allocation report. In his monthly note, SIG CIO James Millard says, “investors remain very overweight cash” but “we are considerably more optimistic on the outlook for markets than consensus”… »

John Redwood, investment committe chairman, Evercore Pan-Asset

Are UK prospects improving?

Wed, 18/01/2012 - 13:24

John Redwood, chairman of Evercore Pan-Asset’s investment committee, looks at what the coming year could hold for the UK economy… »

Andreas Roemer, head of emerging markets, DWS Investments

China vaulations provide great entry proint for investors

Tue, 17/01/2012 - 13:24

Current valuations in China provide a great entry point for investors, says Andreas Roemer, head of emerging markets, DWS Investments… »

Emily Benson, director, Kinetic Partners

New regulator, new approach?

Mon, 16/01/2012 - 08:14

Emily Benson, Director at financial advisory firm Kinetic Partners, on the Treasury Select Committee’s report on the role of the new Financial Conduct Authority… »

Gary Gensler, chairman, CFTC

Segregation of customer funds for cleared swaps

Thu, 12/01/2012 - 15:17

Gary Gensler (pictured), chairman of the US Commodity Futures Trading Commission (CFTC) is backing the final rules on the segregation of customer funds for cleared swaps… »

China flag

‘A Postcard from China’

Wed, 11/01/2012 - 16:32

Jing Sun, Manager of the PSigma Global Equity Fund, is encouraged by a recent research trip to China… »

John Chatfeild-Roberts, Chief Investment Officer and Head of the Jupiter Merlin Independent Funds Team at Jupiter Asset Management

Investors need to reassess risk to navigate markets in 2012

Thu, 05/01/2012 - 17:18

Normal assumptions about investing in share and bond markets have been turned upside down by Europe’s debt crisis, according to John Chatfeild-Roberts (pictured), Chief Investment Officer and Head of the Jupiter Merlin Independent Funds Team at Jupiter Asset Management… »

India flag

India is the economy to watch in 2012

Thu, 05/01/2012 - 06:00

When it comes to emerging markets, China invariably seems to be the focus of attention, but the country to watch in 2012 is India, according to Edward Bland, Head of Investment Research at Duncan Lawrie Private Bank… »

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