Sign up for free newsletter

 

All comment and opinions

Andrew Clark, chief index strategist for Thomson Reuters Indices and Lipper

Correlation, decorrelation and sector selection

Tue, 03/01/2012 - 08:26

Andrew Clark (pictured), chief index strategist for Thomson Reuters Indices and Lipper, draws on second-order variability analysis to predict which US sectors will decorrelate first, assuming the current market rally has legs… »

Jeremy Leach, managing director, Managing Partners Limited

Partial break up of Euro inevitable in 2012

Wed, 28/12/2011 - 17:38

A partial break up of the Euro is inevitable, with Greece the most likely to default and leave the single currency in 2012, according to fund manager Managing Partners Limited (MPL). The Euro was always going to be tested in an economic downturn, for the same reasons the European Currency Unit was tested in the early 1990s, says Jeremy Leach, Managing Director of MPL… »

Eleanor Hope-Bell, head of intermediaries UK and Nordics, State Street Global Advisors

etfexpress exclusive: Synthetic ETFs do not pose systemic risk but more investor education needed, says SSgA’s Eleanor Hope-Bell

Fri, 23/12/2011 - 15:21

There can be no doubting the popularity of ETFs. As an asset class it has grown substantially in recent years. According to data in BlackRock’s ETF Landscape Industry Review for end of Q1 this year the number of global ETFs has risen from around 1,200 in 2007 to 2,500 in 2010. »

Mike McGlone, Senior Director, Commodity Indexing, S&P Indices

Commodities in 2011 - The Year of Energy vs Non-Energy

Fri, 23/12/2011 - 11:56

Commodities have recovered this week along with equities, led by agriculture and energy prices. 2011 will be remembered by the dichotomy between energy and non-energy commodities, says Mike McGlone, Senior Director, Commodity Indexing, S&P Indices… »

Stefan Keller, Head of Managed Account Platform Research & External Relations, Lyxor Asset Management

2011 – A year for machines, not for men

Tue, 20/12/2011 - 09:57

As 2011 draws to an end, it is interesting to note that eight of the Top 10 performers on the Lyxor Managed Account Platform (Lyxor MAP) belong to the systematic and model-based kind of managers. Machine 8 – Men 2, says Stefan Keller (pictured), Head of Managed Account Platform Research & External Relations, Lyxor Asset Management… »

Enzo Puntillo, Head/CIO Fixed Income at Swiss & Global Asset Management

Inflation pressure could mount in the next recovery cycle

Mon, 19/12/2011 - 21:12

Enzo Puntillo (pictured) , Head/CIO Fixed Income at Swiss & Global Asset Management, assesses the prospects for fixed income investments… »

Maarten-Jan Bakkum, Senior Emerging Market Strategist, ING Investment Management

Europe earnings to decline by up to 10% as emerging market equities set to outperform developed markets in 2012

Thu, 15/12/2011 - 13:14

In the wake of inflationary pressure, the on-going loosening by China of its monetary policy is likely to be a key catalyst in ensuring the outperformance of emerging market equities compared to developed markets. However, with the crisis in the Eurozone spreading out further towards the core countries in the monetary union, earnings in the region are set to decline by up to 10%, says Maarten-Jan Bakkum (pictured), Senior Emerging Market Strategist, ING Investment Management… »

William Sels, UK Head of Investment Strategy at HSBC Private Bank

A lender of last resort for banks, but not for governments

Wed, 14/12/2011 - 12:55

Willem Sels (pictured), UK Head of Investment Strategy at HSBC Private Bank, on last week’s ECB meeting… »

Thomas Beckett, CIO, PSigma Investment Management

God rest ye merry gentlemen

Mon, 12/12/2011 - 14:08

After the turbulence, trauma and topsy-turvy markets that investors have endured in 2011, it is no wonder that we are all tiredly gazing towards 2012 with some trepidation, says Thomas Beckett, CIO of PSigma Investment Management… »

Dermot Butler, chairman, Custom House Global Fund Services

On the failure of MF Global and the role of NEDs

Sun, 11/12/2011 - 18:35

+ information request The horrifying thing about MF Global is you can bring in someone with huge experience like John Corzine, who has seen what’s gone on in the past three years, and yet he goes in and completely fails to prevent what has become the biggest blow-up since Lehman’s – indeed, it has been suggested that he instigated the disastrous trade, says Dermot Butler (pictured), chairman, Custom House Global Fund Services… »

events
6 weeks 2 days from now - New York
7 weeks 2 days from now - Hong Kong
7 weeks 2 days from now - Los Angeles
8 weeks 59 min from now - Monte Carlo
8 weeks 59 min from now - New York
listingsdirectory
Eden Rock Capital Management
Wed, 15/06/2016 - 17:30
UBS Global Asset Management
Fri, 06/05/2016 - 14:19
RFA (Richard Fleischman & Associates)
Tue, 05/04/2016 - 14:25
training
Wed, 21/09/2016   - London
Wed, 28/09/2016   - London
Thu, 29/09/2016   - London
specialreports
other gfm publications