All comment and opinions

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)…  »


Luca Paolini, Pictet Asset Management

Markets to enter new phase in 2014, says Pictet

Luca Paolini (pictured), Chief Strategist at Pictet Asset Management, explains why markets will enter a new phase in 2014… »


slow

Reduction in Fed asset purchase program is great opportunity for EM reform

Steven O’Hanlon, Head of Fixed Income at ACPI Investment Managers comments on FED announcement on tapering… »


Philip Best, Argos Investment Managers

Investors can find value in European micro cap shares in 2014

There’s plenty of value to be found in European microcap shares for investors in 2014, according to veteran European small cap investors Philip Best (pictured) and Marc St John Webb at Geneva-based Argos Investment Managers.  »


David Blitzer, S&P Dow Jones Indices

Facebook and the S&P 500

David Blitzer, Chairman of the Index Committee at S&P Dow Jones Indices, comments on Facebook’s inclusion in the S&P 500… »


William Stern, Goodwin Procter

Questions remain over new Volcker rule

William Stern (pictured), New York based Partner in Goodwin Procter LLP’s Financial Institutions Group, comments on the publication of the new Volcker rule…   »


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