Viewpoints

  • Why Convertible Bonds

    Why Convertible Bonds

    Antony Vallee, manager of the JP Morgan Global Convertibles Income Fund looks at the reasons why investors should be looking at Convertibles.

  • The pros and cons of stocklinked products

    The pros and cons of stocklinked products

    Ian Lowes looks at the recently launched Mariana Capital plan and the risks attached more generally to stock-linked structured products.

  • The unintended consequences of a No vote

    The unintended consequences of a No vote

    In the second part of a two piece series on the impact on the fund industry of the Scottish referendum, Kevin Doran, Chief Investment Officer, Brown Shipley looks at the unintended consequences of a no vote.

  • Scotland the brave Scotland the sensible

    Scotland the brave Scotland the sensible

    With less than two weeks to go until the people of Scotland enter the curtained booths of a referendum hall, the political psychologists, commentators and general observers of the world remain unable to provide a conclusive answer as to which direction the vote will go.

  • Rethinking wealth management automation

    Rethinking wealth management automation

    With wealth managers facing a growing regulatory burden and clients that are looking to engage in new ways, techology needs to be viewed in a new light

  • Why Im buying pharmaceuticals for the first time

    Why Im buying pharmaceuticals for the first time

    According to Rathbones James Thomson, the pharmaceuticals sector is emerging from a lost decade.

  • Rethinking retail as traditional retailers adapt

    Rethinking retail as traditional retailers adapt

    According to Rob Jones – Co-head European Equities, UBP, the tyranny of choice is beginning to work against pure internet based retailers in many areas, opening up opportunities for some more traditional retailers

  • wall of worries investors returning from holiday

    wall of worries investors returning from holiday

    The euro is key to Eurozones short term health, according to Yves Kuhn, CIO at Banque Internationale à Luxembourg.

  • Luxury goods mixed bag

    Luxury goods mixed bag

    According to Scilla Huang Sun, manager of the Swiss & Global JB Luxury Brands Fund, a mixed earnings season has created compelling opportunities for entry to the luxury sector at Swiss & Global.

  • Three European investment themes to focus on

    Three European investment themes to focus on

    Stephen Macklow-Smith, manager of the J.P. Morgan Asset Management European Investment Trust, examines whether or not the news from Europe can continue to improve

  • A new world order

    A new world order

    Dean Newman, Head of Emerging Markets Equities at Invesco Perpetual, comments on a perceptible shift in economic power due to emerging markets growing share in global GDP.

  • Wish EU were here a view on immigration policy

    Wish EU were here a view on immigration policy

    Brian Jacobsen, portfolio strategist at Wells Fargo argues that immigration can play a role in a countrys economic growth.