JP Morgan's Perez maintains faith in Europe, favours Asia ex Japan 26/09/2014 The recovery is slower than anticipated but it is not the only difference with this cycle according to Cesar Perez EMEA chief investment strategist at J.P. Morgan Private Bank. While the global recovery continues to be led by the US and he retains confidence in European recovery albeit at a slower pace than anticipated.
Isolating the signal from all the interest rate noise 13/08/2014 Another week and no doubt another continuation of the ongoing debate about the possible timing of interest rate hikes in both the UK and the US. The publication of The Bank of Englandís Inflation Report today (13 August) will probably add further fuel to the debate as will the latest developments in Ukraine, the Middle East and perhaps even the UK and the US economies.
GAM considers emerging market reform opportunities 07/08/2014 Reforms driven by pressure from the growing middle classes are a major emerging theme for emerging markets in 2014 according to GAM's Matt Linsey, manager of the GAM Star North of South EM Equity fund.
The calm before the storm? 11/06/2014 With the European Central Bank dipping back into the monetary easing stash, itís tempting to believe the rally in asset prices will continue indefinitely.
PAM Insight CIO Roundtable Discussion: China and Commodities: Recent Developments and Long Term Outlook 11/06/2014 On Tuesday 10 June 2014 PAM Insight (publishers of thewealthnet) co-hosted a roundtable discussion with ETF Securities, entitled China and Commodities: Recent Developments and Long Term Outlook. Participants were Nick Brooks, head of research and investment strategy at ETF Securities; David Cavaye, CIO of C Hoare & Co; Nancy Curtin, group CIO of Close Brothers Asset Management; Bill OíNeill, managing director and head of chief investment office wealth management research UK at UBS; Mark Rushton, CIO of Walker Crips; James Spence, managing partner of Cerno Capital; and John Veale, CIO of Stonehage Investment Partners.