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All comment and opinions

Thomas Becket, CIO, PSigma Investment Management

Opinion: In the summertime

Thu, 21/07/2011 - 07:00

It could be a long summer, argues PSigma Investment Management chief investment officer Tom Becket (pictured), with the European sovereign debt crisis and the political argument over raising the US government debt ceiling still unresolved. Unless these issues are tackled decisively, not even the sterling performance of the corporate sector may be enough to sustain the fragile market recovery of the past two years… »

Neil Williams, Chief Economist, Global Government and Inflation-Linked Bonds, Hermes Fund Managers

Comment: Ahead of the curve: Soft patch or relapse?…

Thu, 21/07/2011 - 06:00

Despite being cautious on G5 growth, it’s difficult seeing value in bonds. Unless, of course tepid recovery rates are now relapsing into something more sinister, in which case, deflation-risk re-emerges and QE gets dusted off again. Neil Williams (pictured), Chief Economist, Global Government and Inflation-Linked Bonds at Hermes Fund Managers, discusses why any comparisons that liken now to the 2008-2009 crisis look premature… »

Rupert Foster, manager, Matrix Asia UCITs Fund

Comment: China is set for a ‘soft landing’

Wed, 20/07/2011 - 17:19

Pan-Asian equities are at an inflection point this summer. The question everyone is asking is: have the Chinese authorities over-tightened, thus causing a hard landing in the economy, or have they finessed their tightening expertly and managed to create the much sought after ‘soft landing’. Rupert Foster (pictured), manager of the Matrix Asia UCITS Fund comments on why he is in the ‘soft landing’ camp… »

Dr Oliver Plein, head of product specialists - equities, DWS Investments

Comment: Monetary policy changes key in 2011

Wed, 20/07/2011 - 06:00

Dr Oliver Plein (pictured), Head of Product Specialists - Equities at DWS Investments, takes a look at how today's environment impacts equities… »

Andrew Morris, managing director, Signature

Comment: How the Eurozone crisis threatens the UK

Tue, 19/07/2011 - 11:57

Andrew Morris (pictured), managing director of Signature, the arm of Rowan Dartington dedicated to supporting investment professionals and their clients, comments on the Eurozone crisis and the threat it poses to the UK… »

Dermot Butler, chairman, Custom House Global Fund Services Ltd and Custom House Group

Comment: Regulatory overload

Mon, 18/07/2011 - 15:56

Regulation must be 'targeted, appropriate and relevant', says Dermot Butler, chairman of Custom House Global Fund Services Ltd and Custom House Group… »

Angelos Damaskos, CEO, Sector Investment Managers

Uncertainty in Europe and the US pushes investors towards gold

Mon, 18/07/2011 - 10:18

Investors are increasingly looking to gold as a safe haven as the US Dollar, Pound Sterling and the Euro continue to devalue against stronger currencies such as those of Canada, Australia, Norway and Switzerland, says Angelos Damaskos (pictured), CEO of Sector Investment Managers and fund advisor to the Junior Gold Fund… »

Italy flag

Comment: Omens aren't good for Italian bond market

Tue, 12/07/2011 - 14:25

Andrew Morris, managing director of Signature, the arm of Rowan Dartington dedicated to supporting investment professionals and their clients, comments on the crisis facing the Italian bond market... »

Richard Walsh, head of emerging markets, Lombard Odier

Comment: Tensions to persist in euro zone periphery

Mon, 11/07/2011 - 13:52

Richard Walsh (pictured), Head of Emerging Markets at Lombard Odier Investment Managers, on emerging market exposure to the Eurozone's periphery... »

Stephen Sutherland, chief investment strategist, ISACO

Comment: Bull market has further to go

Fri, 08/07/2011 - 10:34

The current bull market that began in March 2009 has further to go, according to Stephen Sutherland, chief investment strategist at ISACO… »

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