Viewpoints

  • Ten challenges facing global asset managers

    Ten challenges facing global asset managers

    Nigel Watson, sales director of VAM Funds, sets out what he sees as the key challenges and opportunities for global asset managers in 2016 and beyond.

  • Assessing the big bond squeeze

    Assessing the big bond squeeze

    Central banks are now monitoring the fixed-interest markets as fears over a liquidity squeeze mount.

  • Clearing up the FCA's communications paper

    Clearing up the FCA’s communications paper

    The Financial Conduct Authority wants to see ‘smarter, clearer communications’ but there remains tension about what companies can do to stay compliant.

  • Beware the financial assets boom – it will only end in tears

    Beware the financial assets boom – it will only end in tears

    Our view – and it is one we have stated many times – is that the issues facing the global economy are largely structural, not cyclical.

  • Opportunities available for brave stock pickers

    Opportunities available for brave stock pickers

    There are certainly a lot of opportunities for stock pickers within the current market, says Max Anderl, head of concentrated alpha equity at UBS.

  • US housing investors to benefit from rising rates

    US housing investors to benefit from rising rates

    While it is not without its risks, a rising interest rate environment is likely to benefit the UD mortgage backed securities market in 2016, says BNP Paribas manager Matt Slootsky.

  • PA Expert Insight: Trump-led US not all bad for EM

    PA Expert Insight: Trump-led US not all bad for EM

    The prospect of a more protectionist US and the continued strength of the dollar has seen emerging markets sell off in the wake of Donald Trump’s election to the White House. But, there remain telling reasons why investors should not write them off in 2017.

  • Is it time to shift from oil’s losers to winners?

    Is it time to shift from oil’s losers to winners?

    Twelve months on from the major slide in the price of oil, it seems a good time to take stock of the impact on the global economy and markets.

  • The best funds are managed by individuals, says Andrew Summers of Investec Wealth

    The best funds are managed by individuals, says Andrew Summers of Investec Wealth

    In this video interview, Andrew Summers, head of fund selection at Investec Wealth & Investment, talks about his fondness of funds with a strong manager at the helm.

  • Robo-advice: Fact and fiction

    Robo-advice: Fact and fiction

    I have lost count of the amount of articles about so-called robo-advice. It certainly is the “flavour of the month” and, if we believe all that we hear, will soon become the most important element in the delivery of financial services. I have some strong views on this…

  • Oil Price Expectations and a House of Cards

    Oil Price Expectations and a House of Cards

    Greg Bennett, fund manager at Argonaut Capital, gives his view on the dynamics behind the current oil price.

  • Will the RMB SDR inclusion have a big impact?

    Will the RMB SDR inclusion have a big impact?

    After prolonged deliberation the IMF finally announced that the renminbi had met the criterion to become the fifth currency to be included in the SDR (Special Drawing Right) basket.