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All comment and opinions

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… »

Greece map

What’s in store for European equity markets as Greece reaches crunch time?

Fri, 20/02/2015 - 12:54

It's crunch time for Greece and the Greek people, says Can Elbi, portfolio manager of the JB Europe Focus Fund at Swiss & Global Asset Management… »

oil

Reasons to be bearish on oil

Mon, 16/02/2015 - 18:26

Despite the sharp falls in the oil price, the unwinding of speculative bullish positions that has reinforced downward pressure since the summer of 2014 is probably not yet over, says Viktor Nossek, Director of Research, WisdomTree Europe…  »

Gavel

Fund managers could face regulatory sanctions over EMIR

Wed, 11/02/2015 - 13:28

Tim Thornton, Chief Data Officer, Mitsubishi UFJ Fund Services, says fund managers could face regulatory sanctions over EMIR… »

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