All comment and opinions

Enzo Puntillo, Swiss & Global AM

Emerging-market bonds regain their appeal

Emerging markets have recovered from last year’s correction and the market for emerging-market bonds is becoming increasingly attractive, says Enzo Puntillo, Swiss & Global AM’s Head CIO Fixed Income and portfolio manager of the JB Emerging Markets Opportunities Fund… »


IPO

Alibaba to be ‘at least as valuable’ as Facebook

Mark Hawtin, portfolio manager, GAM Star Technology, comments on the proposed Alibaba IPO… »


Luca Paolini, Pictet Asset Management

Oil prices to benefit from increased geopolitical risk

Luca Paolini (pictured), chief strategist at Pictet Asset Management, outlines the firm’s positive view on oil… »


Russia flag

New historical lows for the rouble

Dr Vladimir Tikhomirov, Chief Economist at BCS Financial Group comments on the rouble’s recent fall to a new low… »


racing ahead

Brazilian and Indian growth paths diverge

Craig Botham, Emerging Markets Economist at Schroders, gives his view on the latest GDP numbers, showing contrasting fortunes of emerging market heavyweights, Brazil and India… »


UK flag

FCA's no-go for CoCos

Anthony Smouha, manager of GAM Star Credit Opportunities comments on the FCA’s CoCos announcement… »


Neil Williams, Group Chief Economist, Hermes

UK ‘sugar rush’ recovery still on track

Neil Williams (pictured), Group Chief Economist at Hermes, comments on the Bank of England’s inflation report… »


Russia flag

Russian recession looms

Craig Botham, Emerging Market Economist at Schroders, gives his views on Russia's second quarter GDP estimate, which suggest that recession looms… »


Richard Hoey, BNY Mellon

Stronger global economic growth expected despite risks

Despite geopolitical turmoil and global economic uncertainties, both the global and US economy appear to be at an inflection point in mid-2014 to a somewhat stronger growth rate despite risks, according to BNY Mellon Chief Economist Richard Hoey (pictured) in his most recent Economic Update…  »


Dean Newman, Invesco Perpetual

A new world order?

Dean Newman (pictured), 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… »


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