Viewpoints

  • Unpacking China’s steely resolve

    Unpacking China’s steely resolve

    This week marks the first state visit of a Chinese president to the UK in a decade, and there has been much speculation about what will or won’t be discussed. I’m sure at the state dinner at Buckingham Palace, conversation remained cordial, but on other occasions, some straight talking on a number of issues may…

  • Eight risk anchors and their implications

    Eight risk anchors and their implications

    August’s Black Monday and the US Federal Reserve’s ongoing tug-of-war on interest rates have ushered in volatility, underscoring the need for diversification and protection against the downside. With investors seeking safety, how can they make sense of the markets?

  • PA CONGRESS 2015: EM opportunity all about lots of little bets

    PA CONGRESS 2015: EM opportunity all about lots of little bets

    Emerging markets currently face a wall of negative sentiment and some very real risks, but according to Josh Crabb, head of Asian equities at Old Mutual Global Investors, there are also some very real opportunities.

  • Build them and they will come

    Build them and they will come

    The UK housing market requires bigger solutions than are currently being debated, they need to be supply oriented.

  • Keep your eyes on the road and your hand on the economy - Charles Stanley

    Keep your eyes on the road and your hand on the economy – Charles Stanley

    Charles Stanley’s John Redwood on how keeping an eye on the auto industry provides a bellwether for the global economy.

  • Interest rate threat to sovereign bonds is overblown

    Interest rate threat to sovereign bonds is overblown

    Rising interest rates are generally accepted as a poor environment for sovereign bonds, says Rathbones’ head multi-asset investments David Coombs, but has the danger been oversold?

  • Investment trusts due a discount shake-up?

    Investment trusts due a discount shake-up?

    Having spent the past decade lobbying against hostile regulation, AIC chief executive Ian Sayers claims investment trusts are finally in a sweet spot.

  • Shale and the importance of face to face meetings, especially offshore

    Shale and the importance of face to face meetings, especially offshore

    We are often asked how much value we really get from meeting with companies face to face that you can’t achieve by reading a conference call transcript or annual report.

  • Confusion drives consensus in EMs and commodities

    Confusion drives consensus in EMs and commodities

    The second half of 2015 promises to be very different from the first, says Mark Harris, head of multi-asset at City Financial, which is some welcome good news for unloved emerging markets and commodities.

  • Panning for gold: Platform view with Hargreaves Lansdown

    Panning for gold: Platform view with Hargreaves Lansdown

    Platforms must adapt if they are to prosper in the new gold rush heralded by the chancellor’s pension reforms.

  • Less tragedy, more ‘theatre of the absurd’ for Greece

    Less tragedy, more ‘theatre of the absurd’ for Greece

    For the past few weeks, Greece and her creditors have engaged in more and more intensive dialogue in order to try to bridge the gap between their respective positions over continuing the gradual and orderly restructuring of the Greek economy and government finances.

  • Industry bodies, end investors and the sector’s reasons for rude health - Stoakley

    Industry bodies, end investors and the sector’s reasons for rude health – Stoakley

    The funds industry does a pretty good job of catering for the end investor, says Robin Stoakley, head of UK intermediary at Schroders, what it needs to work on is getting the message out.