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All comment and opinions

Aoifinn Devitt, Portfolio Manager of the City Financial Asian Absolute Growth Fund

Comment: Faltering economic growth in China

Fri, 03/06/2011 - 06:00

Aoifinn Devitt, Portfolio Manager of the City Financial Asian Absolute Growth Fund, comments on faltering economic growth in China... »

Percival Stanion, head of Asset Allocation, Baring Asset Management

Comment: A tactical and well-timed approach to asset allocation is key for the remainder of 2011

Wed, 01/06/2011 - 11:26

With valuations for global equity markets currently not compelling and giving little room for the potential earnings disappointments that could accompany the slowing of the global economic recovery, Percival Stanion, head of Asset Allocation at Baring Asset Management, explains why, with the remainder of 2011 likely to be volatile and uncertain, a tactical and well-timed approach to asset allocation is more important than ever… »

Michael McKee, Head of Financial Services Regulation, DLA Piper

Comment: The EU and naked CDS shorting

Fri, 20/05/2011 - 06:00

Michael McKee (pictured), Head of Financial Services Regulation at DLA Piper, comments on the EU Finance Ministers decision not to permanently ban naked CDS shorting... »

Stefan Keller, head of MAP research & external relations, Lyxor AM

Comment: Emerging emancipation in emerging markets

Wed, 18/05/2011 - 09:14

Stefan Keller, head of MAP research & external relations at Lyxor AM, looks at how emerging markets are showing emancipation in terms of both fiscal policy and economic growth… »

Don Steinbrugge, Chairman, Agecroft Partners

Comment: Endowments and Foundations are back and better than ever as active allocators to hedge funds

Thu, 28/04/2011 - 10:52

Don Steinbrugge (pictured), Chairman of Agecroft Partners, looks at how endowments and foundations are rediscovering their appetite for hedge fund allocations… »

Rupert Watson, head of asset allocation, Skandia Investment Group

“S&P’s U.S. downgrade adds further fuel to a red-hot political debate”, says Skandia Investment Group’s head of asset allocation Rupert Watson

Mon, 25/04/2011 - 23:47

Credit rating agency S&P has downgraded the outlook for US long term debt from stable to negative. They said there was a 1 in 3 chance that this would lead to downgrade of US debt from its current AAA-rating within 2 years. S&P’s Nikola Swann says: "More than two years after the beginning of the recent crisis US policymakers have still not agreed on how to reverse recent fiscal deterioration or address longer-term fiscal pressures." »

James Skeggs, Head of Reasearch, Newedge

Comment: To rebalance, or not to rebalance? That is the question…

Mon, 25/04/2011 - 13:40

James Skeggs, Head of Research for Newedge, takes a look at the potential benefits and costs of portfolio rebalancing. »

Espen Robak, president and founder of Pluris Valuation Advisors

Opinion: Why the Black-Scholes model overvalues illiquid hedge fund assets

Tue, 19/04/2011 - 18:29

Espen Robak, president and founder of Pluris Valuation Advisors, argues that Black-Scholes and other theoretical valuation models have long failed to value illiquid securities properly, but but their inadequacy is especially an issue today because of the prevalence of illiquid assets, regulatory insistence on fair value and the availability of more accurate methodologies. »

Brian Coulton, Global Emerging Markets Strategist, LGIM

Comment: China failing to get to grips with inflationary pressures

Thu, 14/04/2011 - 16:00

Legal & General Investment Management's (LGIM) Global Emerging Markets Strategist, Brian Coulton (pictured), explains that mounting inflationary pressures in China could potentially force more substantial monetary tightening than currently signalled by the authorities or the market... »

James Millard, CIO, Skandia Investment Group

Comment: A 'great year turns into a 'good' year

Wed, 13/04/2011 - 14:13

Skandia Investment Group (SIG) CIO James Millard explains that, despite the earthquake in Japan and rising oil prices, the company remains bullish on global equites… »

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