All comment and opinions

Comment: UK exits recession – slowly

Comment: UK exits recession – slowly

Azad Zangana, European Economist at Schroders, cautions against expectations of a swift UK recovery. »


Comment: Asia to lead global growth in 2010

Comment: Asia to lead global growth in 2010

Hugh Young, managing director of Aberdeen Asset Management Asia believes that Asia will lead global growth in 2010, pulling other emerging markets along with it. »


Comment: Beware emerging market hype – and watch out for ‘the two Vs’ – volatility and valuations

Comment: Beware emerging market hype – and watch out for ‘the two Vs’ – volatility and valuations

Hype surrounding booming emerging market funds could trip up investors anxious to get a slice of the action from dynamic economies, warns Rob Pemberton (pictured), investment director of HNW wealth manager HFM Columbus. »


Comment: Wounding Wall Street is not the answer

Comment: Wounding Wall Street is not the answer

Tim Roberts, fund manager at Cavendish Asset Management and a specialist in the North American market, comments on President Obama’s threat of a “Glass-Steagall” type of separation, which would separate the activities of deposit-taking banks from investment banking. »


Comment: Strong potential for global income stocks

Comment: Strong potential for global income stocks

Bloxham fund manager Pramit Ghose (pictured) is bullish for 2010 and predicts possible double digit total returns as potential for global income stocks rise. »


Comment: Outlook for the Asia ex-Japan equity market in 2010

Comment: Outlook for the Asia ex-Japan equity market in 2010

Hiroshi Yoh, CIO at Tokio Marine Asset Management (London), the Japanese and Asian equities specialist, reveals his outlook for Asia ex-Japan equities in 2010. »


Comment: 2010 investment trends in government securities

Comment: 2010 investment trends in government securities

Tim Haywood, Investment Director at Augustus Asset Managers Ltd (a subsidiary of GAM), investment advisor to three of the four Julius Baer Absolute Return Bond Funds, examines the outlook for investments in government securities. »


Comment: Hedge funds in the firing line as insider trading storm grows

Comment: Hedge funds in the firing line as insider trading storm grows

Charges are stacking up against Raj Rajaratnam, founder of the Galleon hedge fund group who is accused of making at least USD36m in profits through deals that depended upon inside information. »


Comment: Sugar price rises will continue in 2010

Comment: Sugar price rises will continue in 2010

Toby Cohen, analyst at Czarnikow Group, one of the UK’s oldest sugar traders, says the fundamental factors behind the doubling of the sugar price in 2009 (12c/lb to more than 25c/lb) will continue in 2010 as under-investment in production will continue to limit supply and put pressure on price. »


Comment: Currency volatility set for dramatic increase

Comment: Currency volatility set for dramatic increase

Jerry Haworth, director and co-founder of 36 South, the global macro/volatility hedge fund, says currency volatility is about to explode as Central Banks continue to keep an iron grip on interest rates in response to the global financial crisis. »


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