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All comment and opinions

Neil Williams, Hermes Investment Management

China, Greece and that first US rate hike – not like 1994…

Thu, 03/09/2015 - 14:36

Despite the China-inspired plunge in equities, concerns about Greece, and imminence of the US Fed’s first rate hike since June 2006, global growth should not be derailed. But, it needs China to act, says Neil Williams (pictured), chief economist at Hermes Investment Management… »

Fay Ren, Cerno

Vulnerabilities in the Turkish economy v the Chinese economy

Wed, 02/09/2015 - 12:22

With China’s problems dominating the headlines in recent weeks, Fay Ren, Investment Analyst at Cerno Capitalhighlights a less discussed market that has been concerning the firm in recent periods – Turkey… »

Chris Ralph. St James's PLace

Investors adjust to China’s lower growth outlook

Thu, 27/08/2015 - 14:49

Global markets remain volatile as investors adjust to China’s lower growth outlook. Chris Ralph (pictured), Chief Investment Officer at St James’s Place, provides a professional investor’s perspective… »

Nancy Curtin. Close Brothers

The ‘growth’ scare virus

Tue, 25/08/2015 - 15:02

Nancy Curtin, (pictured) Chief Investment Officer, Close Brothers Asset Management, reacts to recent market movements…   »

Valentijn van Nieuwenhuijzen, Head of Multi-Asset, NN Investment Partners

Always expect the unexpected

Wed, 19/08/2015 - 15:09

Just when it felt like markets were settling down a bit after another volatile summer, things changed again early last week, says Valentijn van Nieuwenhuijzen (pictured), Head of Multi-Asset at NN Investment Partners… »

Robert Smith, Barings

Market dip creates buying opportunity for German equities

Mon, 17/08/2015 - 12:37

The move by the People’s Bank of China (PBOC) on 11 August to devalue the yuan triggered volatility and unease in global markets. In Germany, where successful exporters have seen expansive sales growth to China over the past decade, the move also caused market sentiment to sour, says Robert Smith (pictured), Investment Manager, Baring German Growth Trust… »

Craig Botham, Schroders

Large yuan depreciation not expected

Tue, 11/08/2015 - 13:57

Schroders' Emerging Markets Economist, Craig Botham (pictured), comments on China’s move to devalue its currency… »

Mattias Bruér, SEB

Bank of England in no hurry to hike interest rates

Fri, 07/08/2015 - 09:56

Mattias Bruér (pictured), Economist at SEB, the leading Nordic corporate bank, comments on the Bank of England’s decision not to increase interest rates… »

China flag

China: Reform story still intact

Mon, 03/08/2015 - 13:38

Financial reform is still the big story for China, says Michael Lai, investment director, GAM… »

Stéphane Monier, Lombard Odier

Market focus shifts to the ‘Fed’

Thu, 30/07/2015 - 17:35

Stéphane Monier (pictured), Chief Investment Officer of Lombard Odier reviews the outlook for US interest rates after the Federal Reserve’s statement of 30 July… »

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