commentopinions

UK domestic equities and UK currency sentiment likely to remain subdued

Thu, 28/03/2019 - 08:02

Edward Park, Deputy CIO at Brooks Macdonald, comments on Wednesday parliamentary votes… »

Fed adopts surprisingly dovish stance

Thu, 21/03/2019 - 11:01

Bob Baur, Chief Global Economist, Principal Global Investors, comments on the latest FOMC statement… »

Crude oil supply glut or not?

Tue, 04/12/2018 - 10:04

Ivanova, portfolio manager at Expat Capital, writes on the recent volatility in the oil price… »

IA's ESG fund classification consultation is a 'golden opportunity'

Sun, 02/12/2018 - 16:32

Following the Investment Association’s annoucement it will launch a consultation on ESG fund classification, Neville White, head of SRI policy and research at EdenTree Investment Management, says this represents a golden opportunity to take the lead on transparancy around responsible and sustainable investments… »

AJ Bell comments on IA’s ETF proposal

Fri, 30/11/2018 - 09:27

Ryan Hughes, head of active portfolios at IFA platform provider AJ Bell, comments on the Investment Association’s consultation on the inclusion of ETFs into sectors…  »

Oil surge could extend another 12% by year-end

Tue, 25/09/2018 - 12:29

Despite a lot of bluff and bluster and gnashing of tweets, US President Donald Trump was unable to provoke a spike in OPEC oil supply at OPEC’s Algiers meeting over the weekend, says Richard Robinson, manager of the Ashburton Global Energy Fund… »

Spark for the next Lehman style crisis is likely to come from Europe

Tue, 11/09/2018 - 09:59

On the 10-year anniversary of the Lehman Brothers collapse, Jens Hagendorff, Professor of Finance at the University of Edinburgh Business School, explains why low levels of bank capital mean the financial system is still vulnerable… »

Significant value opportunities emerging in Canadian infrastructure sector

Mon, 20/08/2018 - 09:35

Jim Wright, manager of the LF Miton Global Infrastructure Income Fund, explains why an improving environment for Canadian energy stocks has prompted him to increase allocation from 15.2 per cent at the end of March 2018 to 17.4 per cent… »

Bearish investor sentiment weighs heavily on sterling

Wed, 15/08/2018 - 09:28

Abi Oladimeji, Chief Investment Officer at Thomas Miller Investment, provides his current views on the major asset classes, and the possible impact of ongoing uncertainty on sterling… »

Stay defensive as Turkish turmoil carries systemic risk

Tue, 14/08/2018 - 13:30

Witold Bahrke, senior macro strategist at Nordea Asset Management, says Turkey is in a genuine currency crisis… »

Pages

specialreports
other gfm publications
GFM corporate logo