All comment and opinions

US flag

Six things to watch for in wake of new US money fund rules

Moody’s outlines six things to watch for in the wake of new US money fund rules… »


Union flag

UK economy isn’t as strong as it looks

The UK economy isn’t as strong as it looks, says Ben Bretwell, senior economist at Hargreaves Lansdown… »


Welcome

SA stock market liberalisation is ‘welcome news’

Ghadir Abu Leil Cooper, Head of EMEA and Frontiers Equity Team at Baring Asset Management comments on the opening of the Saudi Arabia stock market to international investors… »


Regulation

AIFMD will bring ‘greater stability’

Arnaud Claudon, head of depositary banking, BNP Paribas Securities Services, says AIFMD will bring ‘greater stability’ to European alternatives market… »


India flag

India's budget shows positive signs

Following the announcment of the first budget under India's new Prime Minister, Narendra Modi, Craig Botham, Emerging Market Economist for Schroders, comments on its implications for India's economy and markets… »


UK flag

BoE no-change decision is no surprise

Ben Brettel, senior economist at Hargreaves Lansdon, comments on The Bank of England’s decision to hold the base rate at 0.5% for the 65th month in a row… »


Steve Davies, Jupiter Asset Management

Many UK domestic stocks attractively priced

The great switch out of mid-cap into large-cap equities has left many UK domestic stocks attractively priced, according to Steve Davies (pictired), co-manager of the Jupiter UK Growth Fund and manager of the Jupiter Undervalued Assets Fund, with UK banks looking the most contrarian trade… »


Percival Stanion, Baring Asset Management

Equities to benefit from strongly supportive global monetary policy

Global monetary policies remain very supportive of – and focused on – global growth, according to Percival Stanion (pictured), Head of Asset Allocation at Baring Asset Management (Barings), and in this scenario, equities should remain the major building blocks of portfolios… »


Erdinç Benli, Swiss & Global AM

Eastern European markets offer high growth rates and attractive entry opportunities

The slump in Russian and Turkish equity markets has come to an end, says Erdinç Benli (pictured), Head of Emerging Markets Equities at Swiss & Global AM… »


India flag

Modi’s task not easy

Edward Stileman, Fund Manager of the Waverton Asia Pacific Fund assesses Narendra Modi’s first month as Prime Minister of India… »


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