All comment and opinions

Stephen Bowles, Schroders

The Queen's Speech – Collective DC is a bridge too far

Wed, 04/06/2014 - 14:27

Schroders' Head of Defined Contribution, Stephen Bowles (pictured), comments on the Queen's speech… »

Hector McNeil, Boost ETP

S&L ETPs are structurally sound

Tue, 03/06/2014 - 00:09

Hector McNeil, Co-CEO of Boost ETP, responds to Larry Fink’s recent criticism of leveraged exchange traded funds… »

Japan flag

No surprises with Japan data

Fri, 30/05/2014 - 12:27

Nathan Gibbs, Japanese Equities Fund Manager at Schroders, comments on the impact of recent Japanese retail sales and inflation data for the country's economy… »

Japan flag

Will Japan escape from deflation?

Tue, 27/05/2014 - 14:27

Genzo Kimura, Economist, SuMi TRUST, looks at whether Japan can finally move out of deflation… »

Gavel

Supreme Court LLP 'whistle-blowing' ruling is good news

Thu, 22/05/2014 - 09:34

Michelle Chance, Partner, Employment and Partnership law, at Kingsley Napley LLP comments on the Supreme Court judgment determining that LLP members should be defined as workers in respect of the Public Interest Disclosure Act 1998… »

India flag

BJP landslide represents a ‘mandate for growth’

Mon, 19/05/2014 - 16:02

Steven O’Hanlon, Head of Fixed Income at ACPI Investment Managers comments on what the Indian election result means for investors as BJP wins a landslide victory… »

Maarten-Jan Bakkum, Senior Emerging Market Strategist, ING Investment Management

China’s national property bubble driving down growth momentum to lowest of all emerging economies

Thu, 15/05/2014 - 17:30

With rumours of a Chinese national property bubble set to imminently burst, and continued negative growth figures, Maarten-Jan Bakkum (pictured), Senior Emerging Market Strategist at ING Investment Management (ING IM) offers his views on this country’s rapidly declining outlook. »

Rebecca Healey, TABB Group

'Flash Boy' frenzy hits London: A disappointing story

Wed, 07/05/2014 - 08:17

The Michael Lewis PR machine hit London last week, leaving a trail of obfuscation in its wake. According to TABB Group Europe’s senior research analyst Rebecca Healey, Lewis describes a buy side unaware of what’s happening in the market. However, this hapless bunch of individuals he portrays is not representative of the industry… »

UK flag

Where next for UK property yields?

Wed, 30/04/2014 - 14:06

Today’s UK property market is gaining momentum. Just a quick look at IPD numbers shows that the last six months returned 8.8% compared to 4.8% six months before (as at 31 March 2014). Competition for assets is fierce with many Managers on behalf of their clients looking to deploy increasing amounts of capital. In such an environment, yields are falling fast, and in some cases, approaching historic lows. But where next and are they factoring in all the good news, asks Kirtan Patel, Chief Investment Officer of Cordea Savills… »

Investments

Value in emerging markets equities, but concentrated

Thu, 24/04/2014 - 06:01

Schroders’ Johanna Kyrklund, head of multi-asset investments, and Urs Duss, fund manager, multi-asset, give their views on emerging market equities… »

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