All comment and opinions

Scott Wolle, Invesco

Commodities: Is the bear market near its end?

Commodities have had a tough time since the global financial crisis, but are we starting to see the light appear a little sooner than forecast? Scott Wolle (pictured), chief investment officer for the Invesco Global Asset Allocation (IGAA) team, highlights why they maintain a constructive view of commodities and the role that they can play in Invesco’s portfolios… »


Keith Wade, Schroders

US growth pick up may be too much of a good thing

Schroders Chief Economist and Strategist Keith Wade updates us on his thoughts on the pace of the current US economic growth… »


David Absolon, Heartwood Investment Management

2014 bond outlook

David Absolon (pictured), Investment Director at Heartwood Investment Management, examines the outlook for bonds in 2014… »


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… »


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