All comment and opinions

Regulation

AIFMD will bring ‘greater stability’

Arnaud Claudon, head of depositary banking, BNP Paribas Securities Services, says AIFMD will bring ‘greater stability’ to European alternatives market… »


India flag

India's budget shows positive signs

Following the announcment of the first budget under India's new Prime Minister, Narendra Modi, Craig Botham, Emerging Market Economist for Schroders, comments on its implications for India's economy and markets… »


UK flag

BoE no-change decision is no surprise

Ben Brettel, senior economist at Hargreaves Lansdon, comments on The Bank of England’s decision to hold the base rate at 0.5% for the 65th month in a row… »


Steve Davies, Jupiter Asset Management

Many UK domestic stocks attractively priced

The great switch out of mid-cap into large-cap equities has left many UK domestic stocks attractively priced, according to Steve Davies (pictired), co-manager of the Jupiter UK Growth Fund and manager of the Jupiter Undervalued Assets Fund, with UK banks looking the most contrarian trade… »


Percival Stanion, Baring Asset Management

Equities to benefit from strongly supportive global monetary policy

Global monetary policies remain very supportive of – and focused on – global growth, according to Percival Stanion (pictured), Head of Asset Allocation at Baring Asset Management (Barings), and in this scenario, equities should remain the major building blocks of portfolios… »


Erdinç Benli, Swiss & Global AM

Eastern European markets offer high growth rates and attractive entry opportunities

The slump in Russian and Turkish equity markets has come to an end, says Erdinç Benli (pictured), Head of Emerging Markets Equities at Swiss & Global AM… »


India flag

Modi’s task not easy

Edward Stileman, Fund Manager of the Waverton Asia Pacific Fund assesses Narendra Modi’s first month as Prime Minister of India… »


Simon Gergel, Allianz Global Investors

All change please

Simon Gergel (pictured), CIO for UK Equities at Allianz Global Investors, highlights the consequences of the recent addition of 29 new companies to the FTSE All Share index… »


Maarten-Jan Bakkum, ING Investment Management

Highly unfortunate

Brazil's must-win World Cup opener against Croatia had important ramifications for the political future of President Dilma, says Maarten-Jan Bakkum, Emerging Market strategist from ING Investment Management… »


William Sels, HSBC Private Bank

Energy sector attractively valued and under owned

The energy sector is attractively valued and under owned, according to Willem Sels (pictured), UK Head of Investment Strategy, HSBC Private Bank. Moreover, it appears that earnings momentum and earnings revisions are finally improving. In addition, improving cash flows and better management discipline should make the sector more appealing going forward… »


Upcoming events

1 day 5 hours from now - New York
5 weeks 6 days from now - Hong Kong
5 weeks 6 days from now - Ulaanbaatar
6 weeks 5 hours from now - Dublin

Upcoming training

Sun, 24/08/2014 (All day) - Dubai
Wed, 10/09/2014 (All day) - London
Mon, 29/09/2014 (All day) - London