All comment and opinions

Simon Laing, Invesco Perpetual

Obamacare and the pressure to reduce healthcare costs

As the initial problems of ‘Obamacare’ are ironed out, Simon Laing, Head of US Equities at Invesco Perpetual, looks at the effect this may have on the US healthcare sector in 2014… »


Germany flag

Next German GDP figure to exceed expectations?

Rob Smith, Manager of the German Growth Trust at Barings, comments on the latest GDP figures from Germany… »


Globe

Politics expected to have outsized impact on emerging markets in 2014

A key investment theme of 2014 is expected to be politics, as elections could affect policies in several emerging markets, according to the BNY Mellon Global Market Outlook… »


Esty Dwek, HSBC Private Bank

Commodities demand still outpaced by supply 

Demand for commodities is still outpaced by supply, says Esty Dwek (pictured), Investment Strategist at HSBC Private Bank… »


Peter Garnry, head of equity strategy, Saxo Bank

Is the equity market really overvalued?

As the relentless bull market march in equities continues, alarm bells are ringing in many bear camps around the world, says Peter Garnry (pictured), head of equity strategy, Saxo Bank. »


Kunal Ghosh, manager, Allianz BRIC Stars fund

MINT is not the new BRIC

It is difficult to get excited about the “MINT” (Mexico, Indonesia, Nigeria, Turkey) concept, says Kunal Ghosh (pictured), manager of the Allianz BRIC Stars fund… »


Steve Davis, Jupiter Unit Trust Managers

Rising wages and improving business investment to provide boost for UK economy

The UK economy heads into 2014 on a fair wind amid increasing evidence that wages are finally catching up with inflation and companies are becoming more willing to invest in their businesses, says Steve Davies, co-manager of the Jupiter UK Growth Fund and manager of the Jupiter Undervalued Assets Fund… »


Information sign

Firms must not take foot off the gas despite relaxation of AIFMD deadline

Anthony Rawlins, compliance manager at Moore Stephens, advises on the top tips to consider in wake of the Alternative Investment Fund Managers Directive (AIFMD) transitional arrangements update… »


United States

US monetary policy to remain accommodative

Asoka Wöhrmann, co-CIO of Deutsche Asset & Wealth Management, on the recent decision of the Federal Reserve to scale back its asset purchases modestly… »


John F Vail, Chief Global Strategist, Nikko Asset Management

Global equities have room to run

Global equities have much more room to appreciate given the positive global economic backdrop, and US equities are likely to prove the star performer in 2014, according to John F Vail (pictured), Chief Global Strategist and Chair of the Nikko Asset Management’s Global Investment Committee (GIC)…  »


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