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All comment and opinions

Steve Davies, Jupiter Asset Management

Politics and portfolio positioning, or why “an ounce of prevention is worth a pound of cure”

Thu, 20/11/2014 - 12:11

The UK economic recovery remains strong and we can now see wage growth coming through to drive the next phase of growth. However, uncertainty over the outcome of next year’s general election calls for rigorous stress testing of our portfolio and forward planning that should stand us in good stead whatever the political hue of the country’s next government, says Steve Davies, co-manager of the Jupiter UK Growth Fund… »

UK flag

Bank of England will be forced into action next year

Wed, 19/11/2014 - 11:53

Gautam Batra, Investment Strategist at Signia Wealth, comments on the latest Bank of England MPC minutes… »

John Vail, Nikko AM

Abenomics on track despite recession

Tue, 18/11/2014 - 12:09

Nikko Asset Management’s Chief Global Strategist, John Vail, believes Abenomics is still on track despite Japan being back in recession… »

India flag

India CPI inflation 'on track' to hit target

Mon, 17/11/2014 - 12:23

Arvind Chari, Investment Adviser, at ACPI Investment Managers comments on the recent Indian CPI figures… »

Scott Jamieson, Kames Capital

Door closes on Bank of England’s opportunity to lift base rates

Thu, 13/11/2014 - 19:27

Scott Jamieson (pictured), head of multi-asset at Kames Capital reacts to the Bank of England’s latest Quarterly Inflation Report… »

Ian Enslin, Waverton Investment Management

UK's big four food retailers facing ‘inevitable price war’

Tue, 11/11/2014 - 13:39

Ian Enslin, Charity Director at Waverton Investment Management, comments on Sainsbury's and the 'Big Four' retailers… »

Ben Brettel, Hargreaves Lansdown

No change at Bank of England as rate rise recedes into the distance

Fri, 07/11/2014 - 10:11

Rhetoric at the Bank of England has undergone a subtle but noticeable shift in recent weeks, says Ben Brettell (pictured), senior economist at Hargreaves Lansdowne… »

up arrow

Overall QE figure will continue to rise

Fri, 07/11/2014 - 00:01

Jeff Keen of Waverton Investment Management gives his perspective on quantitative easing for investors… »

messy

35 of 46 markets declined in "messy" October

Mon, 03/11/2014 - 14:19

Howard Silverblatt, senior index analyst, S&P Dow Jones Indices, analyses ‘messy’ October’s effect on global markets… »

Thumbs up

Fed shows confidence in US recovery as GDP growth exceeds expectations

Fri, 31/10/2014 - 11:31

The US Federal Reserve ending its monthly bond purchases as planned is a vote of confidence in the US economy, says Ben Brettell, Senior Economist, Hargreaves Lansdown… »

MediaWatch WA awards 2015

See interviews and presentation at the Wealth Adviser 2015 awards ceremony, held at Sketch, Mayfair on the 15th May .... »

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