Sign up for free newsletter

 

All comment and opinions

Macro Thoughts: Thanks a 1.27 million

Fri, 24/06/2016 - 11:44

Keith Grindlay of Macro Thoughts comments that as if 1.27 million more UK voters voting to leave Europe than to stay wasn’t shock enough, David Cameron has proven that UK unemployment would go higher with a vote to leave, by increasing unemployment by one, announcing his resignation as Prime Minister by October.  »

Yyves Perrier

Brexit would be ‘backwards’ step

Fri, 03/06/2016 - 10:45

Brexit is not the most likely scenario later this month, but it is definitely the least desirable outcome, says Amundi CEO Yves Perrier (pictured)… »

Saker Nusseibeh

Three ‘axes’ to Brexit debate

Thu, 02/06/2016 - 13:11

The debate around Brexit revolves around three distinct axes, each of which offers somewhat different outcomes for each side of the campaign, says Saker Nusseibeh (pictured), Chief Executive, Hermes Investment Management… »

Geoff Blanning

Commodities - the bear market is over

Wed, 01/06/2016 - 12:09

Geoff Blanning (pictured), Head of Commodities, comments on why he believes that a new bull market for commodities has begun… »

Brexit would cause ‘serious economic shock’

Fri, 27/05/2016 - 10:37

CBI Economics Director Rain Newton-Smith responds to analysis from The Treasury showing that a vote to leave the European Union could negatively impact UK pensions… »

David Absolon

High yield rebounds with oil, but can it last?

Mon, 09/05/2016 - 10:54

David Absolon (pictured), Investment Director at Heartwood Investment Management comments on the recent oil-powered rebound in US high yield bonds… »

We have seen the best of the recovery in asset prices

Fri, 06/05/2016 - 10:20

The next few months into 2017 will see the peak of the deflationary bust, says Peter Toogood, investment director at City Financial… »

Are emerging markets turning the corner?

Wed, 04/05/2016 - 09:50

Geraldine Sundstrom, MD and Head of Asset Allocation EMEA at PIMCO, considers the case for emerging markets… »

Goldilocks levels for US home inventories

Mon, 25/04/2016 - 13:40

After bottoming out at 63.4 per cent in summer 2015, the US home ownership rate has been gradually increasing. January and February of this year saw the Case-Schiller home price index flatten, indicating that there was neither an excess nor shortage of homes for sale – the market has reached Goldilocks levels. »

China flag

Risks to China outlook intensify, says AB

Tue, 19/04/2016 - 10:55

Global asset manager AllianceBernstein (AB) says it remains optimistic about China’s long-term prospects, but warns that short-term risks in the policy arena and property market have intensified and “now turn on a knife-edge”. »

events
3 days 23 hours from now - Luxembourg
2 weeks 1 day from now - New York
2 weeks 3 days from now - New York
listingsdirectory
Eden Rock Capital Management
Wed, 15/06/2016 - 17:30
UBS Global Asset Management
Fri, 06/05/2016 - 14:19
RFA (Richard Fleischman & Associates)
Tue, 05/04/2016 - 14:25
specialreports
other gfm publications