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All comment and opinions

David Miller, partner, Cheviot Asset Management

European recession has already been priced in by the Markets

Mon, 28/11/2011 - 17:10

David Miller (pictured), Partner at Cheviot Asset Management, has this afternoon Commented on the OECD’s report which has slashed global growth rates and said that Britain may slip into a modest recession, David Miller, partner at Cheviot Asset Management, says that a European recession “is already in the Market price”… »

Ralf Oberbannscheidt, portfolio manager, DWS Invest Global Agribusiness

Opportunities in the agricultural sector have never been so varied

Thu, 24/11/2011 - 09:54

While celebrations are being held worldwide for the birth of the seven billionth baby, questions are being raised as to whether the world's resources will be able to support its growing population. With this milestone, and the expectation that the world’s population could double by 2100, agronomists and scientists continue to research the agricultural solutions to address these issues, says Ralf Oberbannscheidt (pictured), portfolio manager, DWS Invest Global Agribusiness... »

Scott D O'Malia, Commissioner, CFTC

Statement on MF Global – Next steps

Mon, 21/11/2011 - 09:37

By Commissioner Scott D O’Malia - The Commodity Futures Trading Commission (the “Commission”) has confirmed that our Division of Enforcement is investigating MF Global, Inc. (“MF Global”) for possible violations of the Commodity Exchange Act (“CEA”) and/or Commission regulations. I fully support the Commission’s efforts to conduct a thorough investigation to determine what happened with the customer funds, how we can return all customer funds as soon as possible, and punish any wrongdoing. »

Anthony Gillham, portfolio manager, Skandia Investment Group

Italy – Wake up and smell the coffee

Thu, 17/11/2011 - 13:19

It looks like the market has reacted with some cheer to the news that Silvio Berlusconi has stepped down as Italian Prime Minister with his successor Mario Monti asked to form a new government following approval of a reform package by the Italian parliament on Saturday, says Anthony Gillham (pictured), portfolio manager at Skandia Investment Group (SIG)… »

Scott Wolle Chief Investment Officer, Invesco

Avoiding the snares of forecasting in complex markets

Thu, 10/11/2011 - 13:31

Forecasting is a necessary but challenging exercise in investing. The more complex the financial markets, the more complicated a forecast. In addition, the natural difficulty of forecasting is exacerbated further by typical human responses to complex situations. Scott Wolle (pictured), Chief Investment Officer of Invesco, believes investors must develop a process that avoids the worst of the obvious errors, has hedges in place, and is constantly reviewed for sufficient robustness… »

Mark Spinner, partner, Eversheds

Fund investors look for revolution in fee structure

Wed, 09/11/2011 - 12:00

Prominent investors are using the recent market turmoil as an opportunity to pressure private equity firms into changing the way they organise their fee structures. Sovereign wealth funds have been particularly vociferous about changing the traditional model of management fees of up to two percent. Mark Spinner (pictured), partner at international law firm Eversheds, comments… »

William Sels, UK head of investment strategy, HSBC

Rate of profit growth to slow dramatically

Tue, 08/11/2011 - 12:49

The third quarter earnings season in the US has turned out better than many initially feared. However, the challenges facing the corporate sector over the coming months are significant, and the likelihood is that the rate of profit growth will slow dramatically, or possibly go into negative territory, says William Sels, UK head of investment strategy at HSBC… »

Tim Kirck, partner and National Head of Financial Services, BDO

EU commitment to financial transaction tax is damaging and unrealistic

Mon, 07/11/2011 - 16:19

Tim Kirk (pictured), Partner and National Head of Financial Services at BDO LLP, on Jose Manuel Barroso and Nicolas Sarkozy’s confirmation of the EU’s commitment to press ahead with a unilateral Financial Transaction Tax (FTT)… »

Nicola Marinellei, portfolio manager, Glendevon King Asset Management

Plenty of dark clouds still around

Sat, 05/11/2011 - 17:32

Nicola Marinelli (pictured), portfolio manager at Glendevon King Asset Management, on the ECB’s decision to cut interest rates, the ongoing difficulties in Greece and potential problems in Italy…
  »

Mark Hewlett, managing partner, Anello Asset Management

ECB rate cut decision is a seemingly 'doveish' move

Thu, 03/11/2011 - 19:01

Mark Hewlett, Managing Partner of Anello Asset Management, on the ECB’s decision to cut interest rates… »

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