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Maarten-Jan Bakkum, senior strategist, multi-asset, responsible for Emerging Markets at ING Investment Management

Real estate growth – China's weakest link

Wed, 11/03/2015 - 11:52

Maarten-Jan Bakkum, senior strategist, multi-asset, responsible for Emerging Markets at ING Investment Management, on why real estate growth is China's weakest link… »

Mark Mobius, Templeton Emerging Markets Investment Trust

A contrarian case for Brazil

Wed, 11/03/2015 - 10:41

Political will is the key to Brazil fulfilling its growth potential, says Mark Mobius (pictured) of the Templeton Emerging Markets Investment Trust… »

James Paine, West Realty Advisors

Will entrepreneurs save the hedge fund industry

Mon, 09/03/2015 - 13:01

As we’ve seen recently, the hedge fund industry is going through hard times and many doubt it will ever return to the glory days when hedge funds were the crème de la crème of Wall Street, says James C Paine (pictured), founding partner at West Realty Advisors & the Head of Acquisitions… »

Craig Botham, Schroders

India's central bank condones Modi's budget 

Wed, 04/03/2015 - 12:14

In a surprise move, the Reserve Bank of India (RBI) cut the repurchasing rate by 25 basis points to 7.5%, in an off-cycle meeting. This is the second time it has taken such action this year. Craig Botham, Emerging markets Economist at Schroders comments… »

Andrew Parry, Hermes Investment Management

Seek quality growth in ‘triple zero’ Europe

Tue, 03/03/2015 - 12:34

It is increasingly apparent that we now face a ‘triple-zero’ economy in Europe: zero growth, zero interest rates and zero inflation. Andrew Parry (pictured), Head of Equities at Hermes Investment Management, explains why quality growth companies should be the winners in this unprecedented environment… »

India flag

Indian budget is “eight out of ten”

Mon, 02/03/2015 - 15:07

India’s latest budget scores “eight out of ten”, according to Mike Sell, Head of Asia, Alquity Investment Management… »

Dave Roberts, Kames Capital

How to pick winners in bond markets amid ‘ridiculous’ yields

Sun, 01/03/2015 - 14:14

Fixed income markets have continued to surprise investors so far in 2015, with a plunge in core bond yields to fresh lows leaving investors with some tough calls to make about where value still exists, says Kames Capital’s David Roberts (pictured)… »

Charles Hepworth, GAM

Is it time to party like it’s 1999?

Thu, 26/02/2015 - 18:18

Charles Hepworth (pictured), Investment Director, GAM, comments on the outlook for the FTSE 100 index… »

Inflation

No silver bullet for inflation

Wed, 25/02/2015 - 11:03

With UK inflation hitting its lowest rate in 14 years, inflation risk can easily be overlooked.  Even in a disinflationary environment the persistent corrosive nature of inflation can meaningfully erode the real value of investors’ portfolios.  The purchase power of GBP1 has declined by 15% in the last 5 years.   Preserving and enhancing the purchase power remains the key objective.  »

UK flag

UK commercial property not yet past its prime

Sun, 22/02/2015 - 10:04

Stephen Rees, Head of Real Estate at Coutts, comments on the prospects for UK commercial property… »

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