Stephen Cohen, iShares

Where might we find an equity rally in late 2014 for a ‘winter of content’?

Stephen Cohen (pictured), Chief Investment Strategist for iShares EMEA, comments on areas of opportunity for a winter rally, regardless of the weather… »


information sign

FCA is now ready to receive Annex IV reports for the AIFMD 

Tim Thornton, managing director, global client delivery, Mitsubishi UFJ Fund Services, comments on news that the FCA is now ready to receive Annex IV reports for the AIFMD… »


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Uncertainty begins for US equities

Andy Brunner, investment strategist at Morningstar OBSR, says US equities area facing a number of challenges… »


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ZEW survey is latest in long line of shocking euro zone data

Ben Brettell, Senior Economist, Hargreaves Lansdown comments on the latest ZEW survey data showing that Economic sentiment in Germany has turned negative for the first time since 2012… »


Colin McLean, SVM Asset Management

Strong US dollar and cheap commodities present major headwinds for emerging markets

Colin McLean (pictured), managing director, SVM Asset Management, on the outlook for emerging markets… »


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The need for inflation in Japan’s weakening economy

Ahead of the Bank of Japan Outlook Report on Tuesday 14 of October, Graham Martin, Managing Director of Optima Fund Management (Europe), comments on the need for inflation in Japan’s weakening economy… »


David Jane, Miton

Infrastructure is an important piece in the recovery jigsaw

David Jane (pictured), manager of Miton’s Multi Asset funds on the importance of infrastructure investment in helping to boost weak global growth… »


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Brazilian elections surprise

Craig Botham, Emerging Markets Economist at Schroders, comments on the first round of the elections in Brazil… »


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Domestic buying potential in Japan

Ahead of the Japanese Monetary Statement on Wednesday, Mark Smith, Portfolio Manager at Waverton Investment Management, comments on the domestic buying potential in Japan… »


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Economic growth in major European continental economies stagnant in September

Tim Edwards, director, index investment strategy at S&P Dow Jones Indices comments on European market performance for September… »


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