All comment and opinions

Challenges for asset managers in SIF risk requirements

Sun, 18/11/2012 - 18:03

DCG Luxembourg managing director Daniela Klasén-Martin (pictured) says the new risk management requirements introduced by this year’s revision of the grand duchy’s SIF law are only the start for asset managers that fall within the scope of the EU’s AIFM Directive… »

Coalition confusion over wind farms is backward looking

Tue, 13/11/2012 - 16:30

The recent confusion and lack of direction from the Westminster Government may cause the UK to slide towards the bottom of the renewable energy production capacity table in Europe, says Luca Concone, CEO of the Real Asset Energy Fund… »

Alok Misra, co-founder and principal of Navatar Group

Navatar pushing cloud-based technology to provide alternative investment managers with comprehensive data integration

Tue, 13/11/2012 - 09:03

US-based Navatar Group is a leading provider of cloud computing for Wall Street firms, but increasingly that client base is widening out to alternative investment managers as they start to fully appreciate the benefits of cloud systems and how they can streamline their operations. »

Jian Shi Cortesi, fund manager of the JB Chindonesia Fund at Swiss & Global Asset Management

Chinese equities historically cheap – new government will continue to support economy

Sat, 10/11/2012 - 11:03

Chinese equities are starting to catch up after underperforming the global market for two years, says Jian Shi Cortesi (pictured), fund manager of the JB Chindonesia Fund at Swiss & Global Asset Management… »

Virginie Maisonneuve, Head of Global and International Equities, Schroders

Global investors should care about China’s new leader

Thu, 08/11/2012 - 18:58

Schroders’ Virginie Maisonneuve (pictured), Head of Global and International Equities comments on the once-in-a-decade leadership transition in China, which is set to be unveiled at the party conference. The implications for China and the global economy are significant and that the change should bring relief to Chinese equity markets… »

Valentijn van Nieuwenhuijzen, Head of Strategy at ING Investment Management

US election result won’t have major impact on market sentiment

Wed, 07/11/2012 - 19:24

Valentijn van Nieuwenhuijzen (pictured), Head of Strategy at ING Investment Management on the outcome of the US presidential election… »

Percival Stanion, Baring Asset Management

‘Fiscal cliff’ will be major concern for White House winner

Mon, 05/11/2012 - 13:16

The outcome of this week’s US Presidential election will hopefully provide us with a signal for the direction of economic policy in a number of key areas. The most important of these is the “fiscal cliff” – a potent combination of lower spending and higher taxes which, in the absence of action from the US Congress, will begin early next year, says Percival Stanion (pictured), head of the global multi asset group, Baring Asset Management… »

RBI continues to focus on inflation

Tue, 30/10/2012 - 19:35

Steven O’Hanlon, Chief Investment Officer, Fixed Income at ACPI on the Reserve Bank of India’s (RBI) decision to hold Indian interest rates and cut bank reserve ratios… »

Paul Mumford, Cavendish Asset Management

The time for a passive approach to investment is long passed

Mon, 29/10/2012 - 19:28

Paul Mumford (pictured), Senior Investment Manager of Cavendish Asset Management (CAM), the specialist long only active equity fund manager, believes that now is the time for investors to consider taking a more positive approach to equity investing… »

Azad Zangana, European Economist at Schroders

UK’s double-dip recession ends in 'sensational style'

Thu, 25/10/2012 - 13:27

The ONS’ preliminary estimate of Q3 GDP showed the economy grew by a huge 1.0%, ending the UK’s longest double-dip recession since the Second World War in sensational style, says Azad Zangana, European Economist at Schroders… »