All comment and opinions

G7 meeting ‘successful and constructive’, says Osborne

Mon, 13/05/2013 - 12:29

UK Chancellor George Osborne’s closing remarks from the G7 Meeting in Aylesbury… »

Bharti Airtel-Qatar Investment Group deal highlights continuing African growth potential

Mon, 06/05/2013 - 12:14

Graham Stock (pictured), chief strategist at Insparo Asset Management comments on Bharti Airtel decision to sell a stake to Qatar investment group… »

When ‘bad’ is ‘good’

Fri, 26/04/2013 - 13:01

Joel Copp-Barton, European Equities Product Director at Invesco Perpetual, shares his views on Europe’s recovery… »

The next steps for the euro – what is needed to ensure its survival?

Wed, 24/04/2013 - 18:12

Keith Wade, Chief Economist at Schroders, looks beyond the near term cyclical challenges and considers what the Eurozone needs to do to ensure its long term viability… »

China will remain valuable to Africa in the long-term

Wed, 17/04/2013 - 18:23

Graham Stock (pictured), chief strategist at Insparo Asset Management comments on China-Africa relations ahead of the China-Africa Business Summit… »

Demand grows for UK smaller companies as risk appetite increases

Thu, 11/04/2013 - 16:34

The buoyant start to 2013 has seen the demand for UK smaller companies continue as investors’ appetite for risk has increased in-line with growing confidence in the global economic outlook. Co-portfolio managers on the Franklin UK Smaller Companies Fund, Paul Spencer and Richard Bullas believe that small caps can continue to make headway and outperform the broader market as investors search for growth companies in an otherwise low or no growth macro environment. »

Clemens Reuter, UBS Global Asset Management

UBS Global Asset Management – Best Europe Equity ETF Manager

Wed, 10/04/2013 - 13:46

Last summer saw UBS Global Asset Management enter the UK ETF market with a bang. On 28 June 2012, 66 ETFs were listed on the London Stock Exchange; the largest single ETF listing in the Exchange’s history. »

Ad van Tiggelen, Senior Investment Specialist at ING Investment Management

Equities: safety first?

Thu, 04/04/2013 - 16:25

In the first quarter of 2013, investors in European equities continued to behave like first time swimmers: they only wanted to enter the water wearing a life vest. Despite tentative signs of a global recovery, investors maintained a strong preference for “safe” global brand names in defensive sectors, says Ad van Tiggelen, Senior Investment Specialist at ING Investment Management… »

Lyxor Asset Management – Best Emerging Markets Equity ETF Manager

Tue, 26/03/2013 - 13:01

Lyxor Asset Management, a subsidiary of Societe Generale, is one of Europe’s leading providers of Exchange Traded Funds with over EUR 30 billion in assets under management. Lyxor currently has more than 240 ETFs covering equity, fixed income and commodity indices. Lyxor provides an extensive set of Emerging Market ETFs including a number of listings on the London Stock Exchange. »

Record buybacks creating massive float shrink

Mon, 25/03/2013 - 13:51

The stock market surge seems to have stalled a bit lately. There’s Cyprus, a slowing global economy and nervousness by portfolio managers as the quarter comes to a close. But for as long as the Fed keeps creating billions of fake money daily and companies keep shrinking the number of shares outstanding, there is little doubt that more money chasing fewer shares has to inflate stock prices to new nominal highs, at least for the near term, says Charles Biderman (pictured), portfolio manager of the TrimTabs Float Shrink ETF (TTFS)… »