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All comment and opinions

Salman Ahmed, Lombard Odier

Size of ‘No’ vote adds new dimension to Greek situation

Mon, 06/07/2015 - 10:37

Salman Ahmed (pictured), Global Strategist & Portfolio Manager at Lombard Odier Investment Managers, comments on the ’No’ vote in the Greek referendum… »

China flag

China is clear leader in Asia

Mon, 29/06/2015 - 12:12

Sean Yakota, head of Asia strategy at SEB, the leading Nordic corporate bank, analyses the current Outlook for Asia… »

Mark Mobius, Templeton Emerging Markets Investment Trust

Developments in the reform of China’s state-owned enterprises

Mon, 15/06/2015 - 12:38

Dr Mark Mobius (pictured), Templeton Emerging Markets Investment Trust, comments on developments in the reform of China’s state-Owned Enterprises… »

Turkey flag

Turkish equities could now offer an attractive entry point

Wed, 10/06/2015 - 12:05

Erdinç Benli, Co-Head of the Global Emerging Markets team at GAM, on the effects of the outcome of the Turkish general election… »

Julia Scheufler, Cerno Capital

The urge to merge – an update on M&A conditions

Wed, 10/06/2015 - 11:38

Following the recent headlines on Mergers and Acquisitions, Julia Scheufler (pictured) of Cerno Capital comments on the current market conditions and what this means for future mergers and acquisitions… »

EU flag

Does the price action of bunds signal an end to ultra low rates?

Sun, 07/06/2015 - 12:12

The recent shock movement in bunds infers the ECB will not implement QE in full given the outlook for the Eurozone is improving and inflation is stabilising at its set target (2% y/y )as it begins to show signs of acceleration with the rise in oil prices, says Andre Severino, Head of Fixed Income for US and Europe at Nikko Asset Management… »

Greece map

How much should markets fear a Greek default?

Thu, 04/06/2015 - 14:28

Alan Cauberghs, Senior Investment Director, Fixed Income, comments on the implications of the current situation in Greece for investors… »

USA

US M&A deal pace is deliberate

Wed, 03/06/2015 - 10:37

David Shine, Partner – Corporate Department at international law firm Paul Hastings, comments on the news that US bound M&A deal activity in May surpassed the previous monthly record set in 2007… »

Craig Botham, Schroders

Indian and Brazilian growth figures likely to prompt easing

Tue, 02/06/2015 - 09:39

Craig Botham, Emerging Markets Economist at Schroders comments on the latest GDP figures from India and Brazil… »

China flag

China cuts rates, but more are needed

Tue, 12/05/2015 - 13:02

Craig Botham, Emerging Markets Economist at Schroders, comments on the rate cut in China… »

MediaWatch WA awards 2015

See interviews and presentation at the Wealth Adviser 2015 awards ceremony, held at Sketch, Mayfair on the 15th May .... »

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