All comment and opinions

UK flag

Budget 2014 springs some surprises for the stock market

Following Wednesday’s UK Budget, fund managers at Schroders share their thoughts on how this will impact the market… »


Andrew Cole, Investment Director of the Global Multi Asset Group, Baring Asset Management

Crimea situation is an increasing source of risk for global economy

The geopolitical tensions surrounding the situation in Crimea, the Russian response and the consequent sanctions imposed by Western nations present an increasing source of risk within the global economy, says Andrew Cole (pictured), Investment Director of the Global Multi Asset Group at Baring Asset Management… »


Stephen Anness, Invesco Perpetual

Global equities rebound amid capex rise

Stephen Anness, Global Equities Fund Manager at Invesco Perpetual, comments on recent movements in global equity markets… »


UK flag

UK interest rate hike looms sooner than expected

Don’t rule out a UK rate rise in 2014, says Thant Han, portfolio manager at US-based Standish, a BNY Mellon company. Meanwhile, a mid-2015 interest-rate hike looks more likely for the US as ‘tapering’ remains on track… »


Roland Khounlivong, GoldMoney

Precious metals re-assert their safe haven status but canny investors wait it out

As the gold price rose amid safe haven buying from the tension in Ukraine, GoldMoney customers waited out the rush with the bulk of precious metal purchases occurring after the main market moves, says Roland Khounlivong, Head of Dealing at the online precious metals trader… »


Maarten-Jan Bakkum, Senior Emerging Market Strategist, ING IM

Russia jeopardising relationship with West

The solution to the Crimea crisis will be political with both sides set to lose too much from a military conflict, says Maarten-Jan Bakkum, Senior Emerging Market Strategist, ING IM… »


China flag

Worries persist over continued, long-term, structural currency appreciation in China

The recent fixings of the People’s Bank of China (PBoC) caused the Chinese Renminbi to depreciate one per cent over one week. This has raised worries about the forecast of a continued, long-term, structural currency appreciation in China, says Asoka Wöhrmann, Co-Chief-Investment Officer at Deutsche Asset & Wealth Management (DeAWM)… »


David Daglio, The Boston Company

Three compelling areas of US investment opportunity

The US is stronger than many people think. There are three areas of the market that are particularly attractive right now – financials, manufacturing and technology, according to David Daglio (pictured), lead portfolio manager of The Boston Company US Opportunities Fund… »


Information sign

FCA grants AIFMD reprieve

Andrew Lowin, Technical Director of Consulting at Kinetic Partners, comments on the FCA’s decision to give UK AIFM’s a reprieve on capital requirements under the AIFMD… »


Azad Zangana, European Economist, Schroders

BoE bamboozles with changes to forward guidance

Azad Zangana (pictured), European Economist, Schroders comments on the latest quarterly Inflation Report from the Bank of England… »


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