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All comment and opinions

Paul Marson, chief investment officer at Lombard Odier Darier Hentsch

Comment: The CHF, just a stamp of excellence?

Wed, 12/01/2011 - 06:00

The turn of the year saw the CHF hit record highs. The trade-weighted exchange rate was up 15% in 2010, and is 30% higher from the start of the financial crisis in October 2007. Paul Marson (pictured), chief investment officer at Lombard Odier Darier Hentsch, examines the factors driving this upwards run. »

Bill Miller, Chairman and CIO, Legg Mason Capital

Comment: US Large Caps significantly undervalued

Mon, 10/01/2011 - 13:38

Bill Miller (pictured), Chairman and CIO of Legg Mason affiliate Legg Mason Capital Management, believes US large cap equities are significantly undervalued and that the S&P 500 could deliver as much as 15% growth in 2011. »

Colin McKie, partner, Maples & Calder

Comment: The Cayman Islands Privy Council decision in the Strategic Turnaround appeal

Fri, 17/12/2010 - 18:22

On 13 December 2010, the Privy Council delivered its judgment in the Strategic Turnaround appeal from the Cayman Islands Court of Appeal. Maples and Calder comments on the decision, which clarifies a number of important points in respect of suspensions and redemptions by Cayman Islands investment funds. »

Ghadir Abu Leil Cooper, Investment Manager, Baring MENA Fund

Comment: FIFA's World Cup Decision

Wed, 08/12/2010 - 06:00

Ghadir Abu Leil Cooper (pictured), Investment Manager, Baring MENA Fund and Matthias Siller, Investment Manager, Baring Russia Fund, summarise the investment implications of FIFA’s decision to host the 2018 and 2022 World Cups in Russia and Qatar respectively.  »

Opinion: Litigation funding – the new, new thing

Opinion: Litigation funding – the new, new thing

Fri, 03/12/2010 - 00:53

Third-party funding of litigation is gaining ground in the UK, but its success will depend on the degree to which the concept is embraced by both the legal profession and the investment community, and the appetite for risk and reward among both litigants and investors, according to partner Gavin Foggo (pictured) and associate Molly Ahmed from the litigation department of City law firm Fox Williams. »

Philippe Gougenheim, Head of Hedge Funds, Unigestion

Comment: Opportunities should arise from Tactical Trading and Arbitrage hedge fund strategies in 2011

Wed, 24/11/2010 - 11:53

Philippe Gougenheim, Head of Hedge Funds at Unigestion, says periods of sharp volatility in markets should lead to significant opportunities from Tactical Trading and Arbitrage strategies in the year ahead. »

Saul Singer, principal, Fusion Alternatives

Comment: Diamonds - Why polished prices are stagnating as rough prices rise

Sun, 21/11/2010 - 18:11

Saul Singer (pictured), a principal at Fusion Alternatives, the alternative investment asset manager specialising in investment diamonds, examines the current price movement of rough and polished diamonds. »

Connor Houlihan, partner, Dillon Eustace

Opinion: Opportunities for global investors in Irish distressed assets

Mon, 01/11/2010 - 09:29

Conor Houlihan (pictured), a partner with law firm Dillon Eustace in Dublin, says Ireland’s National Asset Management Agency scheme to acquire distressed assets from five Irish banks highlights not only opportunities for international investors in the country’s domestic market but the longstanding use of Irish vehicles to structure distressed acquisitions around the world since the 1990s. »

Sungho Im, Head of the Global Portfolio Management Team, Mirae Asset Global Investments

Comment: Investors attracted to Asia must look at new growth sectors

Mon, 25/10/2010 - 12:23

Sungho Im (pictured), Head of the Global Portfolio Management Team at Mirae Asset Global Investments, believes that investors looking to capitalise on the rise of the Asian consumer should look beyond obvious sectors, such as consumer staples and discretionary, to areas such as the internet, healthcare, new financial services and education. »

Simon Small, managing director for licensing in Europe, Diligent Boardbooks

Opinion: Fund board packs in the cloud

Mon, 25/10/2010 - 07:00

New technologies are helping fund boards operate more efficiently and effectively. Simon Small (pictured), managing director for licensing in Europe at Diligent Boardbooks, explains why the fund industry is waking up to the transformative potential of cloud computing in the boardroom. »

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