Comment & Analysis

01/29/2016

Attractive fundamentals

According to John Vail, chief global strategist at Nikko Asset Management (Nikko AM): “The macro situation should be one of continued gradual improvement, especially in Italy.

01/28/2016

GAM targets new markets, plans global expansion

As GAM eyes expansion in Asia, Europe, and Latin America; James Weston explains his role as the head of international advisory and how the asset manager differentiates itself from its peers.

01/27/2016

The right amount of tax? Who decides? by Rebecca Reading

It’s been an interesting week for tax and the multinationals, with much made in the press about Google’s £130 million tax deal with HMRC, and further announcements on anti-tax avoidance measures expected. The strong views expressed show

01/25/2016

Coutts: Market Update: Staying calm in the storm

Markets have gone sharply against us so far this year, but the actual underlying economic fundamentals continue to support our positive view for 2016. It may continue to be painful in the short run, but as long-term investors we are taking the view that t

01/25/2016

Logic on fire by Penny Lovell

Mark Carney has this week yet again postponed the likelihood of an interest rate rise, due to the turmoil in the global economy and weaker UK growth.

01/25/2016

Oil a load of nonsense by Tim Price

Who’s afraid of cheap oil ?” asks ‘The Economist’ on its front page this week. Judging by the last fortnight in the stock market, just about everybody is.

01/20/2016

Chinese whispers - St. James's Place Market Bulletin

“There is no doubt the Chinese economy is experiencing a substantial slowdown,” said Chris Ralph, chief investment officer at St. James’s Place. According to Richard Oldfield of Oldfield Partners, and fund manager of the St. James’

01/19/2016

Coutts: Silver lining in January clouds: Global Markets Weekly

The sharp declines across all major equity markets so far this year have certainly been painful. But we remain convinced that the underlying economic fundamentals are supportive and that our ‘pro-equity’ stance is appropriate for longer-term i