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All comment and opinions

Don Steinbrugge, Chairman, Agecroft Partners

Comment: Endowments and Foundations are back and better than ever as active allocators to hedge funds

Thu, 28/04/2011 - 10:52

Don Steinbrugge (pictured), Chairman of Agecroft Partners, looks at how endowments and foundations are rediscovering their appetite for hedge fund allocations… »

Rupert Watson, head of asset allocation, Skandia Investment Group

“S&P’s U.S. downgrade adds further fuel to a red-hot political debate”, says Skandia Investment Group’s head of asset allocation Rupert Watson

Mon, 25/04/2011 - 23:47

Credit rating agency S&P has downgraded the outlook for US long term debt from stable to negative. They said there was a 1 in 3 chance that this would lead to downgrade of US debt from its current AAA-rating within 2 years. S&P’s Nikola Swann says: "More than two years after the beginning of the recent crisis US policymakers have still not agreed on how to reverse recent fiscal deterioration or address longer-term fiscal pressures." »

James Skeggs, Head of Reasearch, Newedge

Comment: To rebalance, or not to rebalance? That is the question…

Mon, 25/04/2011 - 13:40

James Skeggs, Head of Research for Newedge, takes a look at the potential benefits and costs of portfolio rebalancing. »

Espen Robak, president and founder of Pluris Valuation Advisors

Opinion: Why the Black-Scholes model overvalues illiquid hedge fund assets

Tue, 19/04/2011 - 18:29

Espen Robak, president and founder of Pluris Valuation Advisors, argues that Black-Scholes and other theoretical valuation models have long failed to value illiquid securities properly, but but their inadequacy is especially an issue today because of the prevalence of illiquid assets, regulatory insistence on fair value and the availability of more accurate methodologies. »

Brian Coulton, Global Emerging Markets Strategist, LGIM

Comment: China failing to get to grips with inflationary pressures

Thu, 14/04/2011 - 16:00

Legal & General Investment Management's (LGIM) Global Emerging Markets Strategist, Brian Coulton (pictured), explains that mounting inflationary pressures in China could potentially force more substantial monetary tightening than currently signalled by the authorities or the market... »

James Millard, CIO, Skandia Investment Group

Comment: A 'great year turns into a 'good' year

Wed, 13/04/2011 - 14:13

Skandia Investment Group (SIG) CIO James Millard explains that, despite the earthquake in Japan and rising oil prices, the company remains bullish on global equites… »

Philip Millward, partner, Walkers

Opinion: Cautious optimism in Cayman for primary private equity fundraising

Mon, 04/04/2011 - 06:00

Statistics and anecdotal evidence from the first months of 2011 suggest that a significant upturn is underway in primary private equity fundraising, and offshore jurisdictions are set to benefit from the trend, according to Philip Millward (pictured) and Julian Ashworth, a partner and senior counsel respectively with Walkers’ private equity group in the Cayman Islands. »

Faris Abdulrazzaq, Senior portfolio manager for Menasa Capital Management

Comment: Revolutions in Tunisia and Egypt impact across the Arab world; UAE could benefit from current wave of events in the Middle East

Mon, 28/03/2011 - 17:00

Faris Abdulrazzaq (pictured), Senior portfolio manager for Menasa Capital Management, examines the impact of regime change across the Arab world. »

Lawrence Galitz, ACF Consultants

Comment: A rise in interest rates will not cure Britain’s inflation woes

Thu, 24/03/2011 - 14:18

A rise in interest rates is not the answer to rising inflation warns Lawrence Galitz of ACF Consultants, after UK Chancellor George Osborne predicted in his ‘Budget for Growth’ that inflation will rise to 5% this year before dropping to 2% in two years time. »

Dermot Butler, Chairman, Custom House Group Fund Services

Comment: Looking at Dodd-Frank outside (the US)

Wed, 23/03/2011 - 16:53

Dermot Butler (pictured), Chairman, Custom House Group Fund Services, outlines some of the key exemptions for investment advisers under the Dodd-Frank rule. »

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