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… »

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… »

Will Bloomberg’s index become the first provider to include Chinese bonds?

Wed, 25/07/2018 - 13:01

Holger Mertens, Senior Portfolio Manager, Global Credit and Chia Woon Khien, Senior Portfolio Manager, Fixed Income at Nikko Asset Management examine the future for Chinese bonds in major indices…  »

Aegon welcomes FCA’s ‘proportionate and targeted’ investment platform report

Mon, 16/07/2018 - 10:39

Steven Cameron, Pensions Director at Aegon, comments on the FCA's Investment Platform Market Study Interim Report… »

Chinese A Shares get MSCI nod

Mon, 04/06/2018 - 14:27

Index provider MSCI is adding more than 200 domestic Chinese equities to two of its benchmark indexes, in the first of two phases. Sukumar Rajah, senior managing director, Franklin Templeton Emerging Markets Equity, breaks down the implications for investors and says the decision represents broad support of the government’s positive policy changes… »


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