All comment and opinions

Keith Wade, Schroders

US debt debacle: The show's over – for now

Schroders Chief Economist, Keith Wade (pictured), comments on the US Congress decision to approve federal spending and lift the debt ceiling after 16 days of government shutdown, and the impact that this could have on markets… »

Dr Laurence Wormald, SunGard

Effects of a US debt default will be profound

Dr Laurence Wormald (pictured), head of buy side risk research at SunGard, comments on the impact of the US debt ceiling… »

Marcelo Assalin, ING Investment International

Summer sale in emerging markets could continue

There is room for a further “sell-off” of emerging market currencies, because countries with large external imbalances, such as Turkey (TRY), India (INR), Brazil (BRL), South Africa (ZAR) and Indonesia (IDR) remain vulnerable to rising US yields, says Macelo Assalin (pictured), lead portfolio manager, emerging market debt local currency strategies at ING Investment International… »

Neil Williams, Hermes

The UK’s sugar rush recovery...

Despite encouraging comments by the IMF, Bank of England Governor, Carney, is right to be cautious about the ‘sugar rush’ recovery so far, and keep all his stimulus options on the table, argues Neil Williams (pictured), Chief Economist for Hermes’ Global Government & Inflation Bonds… »

US flag

DeAWM expects agreement before US debt ceiling is reached

Asoka Wöhrmann, Co-CIO at DeAWM, on the US-Government-shutdown and debt-ceiling… »

Glynn Barwick, Goodwin Procter

ESMA AIFM guidelines far from clear

Glynn Barwick (pictured), regulatory lawyer and counsel for Goodwin Procter LLP's Financial Services Practice in London, comments on the ESMA’s final guidelines for AIFM reporting requirements… »

Joanna Shatney, Schroders

Déjà vu… Another US budget deadline

Following the news that the US government has failed to agree a budget, Joanna Shatney, Head of US Large Cap Equities shares her views on what this means for US markets… »

Stephen Cohen, iShares

Beyond taperophobia: Emerging markets revisited

Stephen Cohen, Head of Investment Strategy at iShares, looks at the future for emerging markets… »

Polina Kurdyavko, BlueBay Asset Management

The traditional model of emerging markets is changing

Polina Kurdyavko (pictured), Partner and Senior Portfolio Manager at BlueBay Asset Management, on the changing dynamics of emerging markets and where opportunities can be found in EM corporates… »

Union flag

Q2 GDP figures indicate increasing confidence in UK economy

Gautam Batra, Chief Investment Officer, Signia Wealth, comments on the UK’s Q2 GDP figures… »

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