All comment and opinions

What is the AIFMD state of play?

Tue, 21/05/2013 - 13:02

With just over eight weeks to go before the AIFMD transposition deadline, Sebastian Danloy (pictured), Head of Investor Services Europe and Offshore at RBC Investor Services, comments on late implementation and its effects on asset managers… »

Simon Somerville, Jupiter Asset Management

Depreciating yen is no substitute for structural reform

Wed, 15/05/2013 - 18:30

Simon Somerville (pictured), manager of the Jupiter Japan Income Fund and the Jupiter Japan Select (Sicav) Fund says the magnitude of the yen’s decline should accelerate the turnaround in the Japanese economy but warns a depreciating currency is no substitute for long-term structural reform… »

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… »

Dr Andreas Tsanakas, Cass Business School

Solvency II rules stronger than ICAS

Wed, 01/05/2013 - 15:01

Responding to the idea that new Solvency II rules are weaker than Britain’s existing regulation for the insurance industry, Dr Andreas Tsanakas (pictured), Cass Business School, says… »

Fracking: Can UK learn lessons from the US?

Mon, 29/04/2013 - 14:10

Can Britain, like the US, successfully use the fracking technique to build energy reserves and cut costs? If so, what can be learned from the US? Eric Gordon, Energy Analyst at Brown Advisory, comments… »

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. »