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All comment and opinions

Sean Geraghty, Partner, Dechert  LLP

Comment: UK Stewardship Code for Institutional Investors

Fri, 09/07/2010 - 06:00

The Financial Reporting Council (the FRC) published the first UK Stewardship Code (the Code) for institutional investors on 2 July 2010. Sean Geraghty, Partner with Dechert LLP’s Corporate and Securities Group, outlines the purpose and implications of the Code. »

Donald A. Steinbrugge, CFA, Managing Member, 
Agecroft Partners

Comment: SEC approves registered third party marketers doing business with public pension funds

Wed, 07/07/2010 - 06:00

Last week the SEC officially changed its position, voting to adopt new rules concerning public pension funds’ pay-to-play practices. Donald A. Steinbrugge, CFA, Managing Member,
 Agecroft Partners, LLC, examines the impact of the new rules. »

Mary Chris Gay, portfolio manager of the Legg Mason US Equity Fund

US in sweet spot of equity investment cycle, says Legg Mason

Wed, 30/06/2010 - 06:00

Mary Chris Gay (pictured), portfolio manager of the Legg Mason US Equity Fund, explains how low inflation rates, slack in the economy and continuing high rates of unemployment have put the US in a ‘sweet spot’ of the equity investment cycle… »

Andrew Milligan, head of global strategy, Standard Life Investments

Comment: Trains, planes and financial regulation

Wed, 30/06/2010 - 06:00

Andrew Milligan, head of global strategy at Standard Life Investments, argues that it will take time before the effectiveness – or otherwise – of the UK’s proposed new structure financial for financial regulation becomes clear. »

George Osborne, Chancellor of the UK Exchequer

Comment: Emergency UK Budget - June 2010

Wed, 23/06/2010 - 12:15

George Osborne, the youngest Chancellor of the UK Exchequer in over a century, has had to produce a budget in some of the toughest times in recent years.  Kinetic Partners outlines the key headlines from the budget, including an increase in the rate of capital gains tax to 28% for high rate taxpayers. »

Teresa Owusu-Adjei, asset management tax leader, PricewaterhouseCoopers LLP

Comment: UK Budget – implications for asset managers

Wed, 23/06/2010 - 06:00

Teresa Owusu-Adjei, asset management tax leader, PricewaterhouseCoopers LLP, comments on the proposed bank levy, and on the Government's proposals for consultation on issues impacting the competitiveness of the UK in the asset management sector. »

William Davies, Threadneedle, Head of European Equities

Comment: The outlook for European Equities

Tue, 22/06/2010 - 21:02

William Davies, Head of European Equities, Threadneedle, examines the prospects for Europe against a backdrop of austerity packages. »

Peter Ainsworth, Managing Director, EM Applications

Comment: New UCITS rules on VaR will hurt investors

Tue, 08/06/2010 - 06:00

At a time of high market volatility, the latest consultation by the Committee of European Securities Regulators (CESR), which closed on 31May 2010, would allow UCITS funds to be twice as risky as the riskiest equity markets, says Peter Ainsworth (pictured), Managing Director of EM Applications, a supplier of investment risk solutions to asset managers and securities firms. »

Comment: The case for Brazil

Comment: The case for Brazil

Mon, 07/06/2010 - 16:46

Julian Thompson (pictured), Head of Emerging Market Equities at Threadneedle Asset Management, outlines his emerging market equity outlook for Brazil. »

Jeremy Charlesworth, Manager, Moonraker Commodities Fund

Comment: Silver is set for steeper rally than gold

Fri, 04/06/2010 - 06:00

  Silver is being overlooked by investors in the rush for precious metals and is primed for a major price breakthrough that will outstrip gold, which has dominated the market’s attention in recent months, notes Jeremy Charlesworth, Manager of the Moonraker Commodities Fund.   »

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