Investing Investment Analysts


We're worried about earnings: investment director

Sonja Laud, investment director of global multi asset group at Baring Asset Management, says earnings growth is not great and is holding back markets.

What's the driver for fixed income volatility?

Stephen Cohen, global head of fixed income beta at BlackRock, shares his outlook on fixed income and says liquidity is less now than five years ago.

Be prepared to weather market storms: CIO

Lothar Mentel, CIO of Tatton Investment Management, asks whether the stock market wobble from the beginning of the year is over or not.

The chance of bond defaults

Stephen Cohen, global head of fixed income beta at BlackRock, talks about which sectors and companies are likely to default on their debt payments.

We have a very bearish outlook: fund manager

Michael Browne, fund manager at Martin Currie, says rising inflation will hit the U.K. consumer in the near term.

Risk assets will trade sideways: CIO

Kevin Boscher, CIO of Brooks Macdonald International, says risks are skewed to the downside and currently markets are treading water.

M&S needs to stem decline: equity analyst

Nicla Di Palma, equity analyst at Brewin Dolphin, comments on the competitiveness of U.K. retailer Marks and Spencer.

This is a stock picker's market: expert

Jean Medecin, member of investment committee at Carmignac, says there are lots of investment opportunities in markets, including China.


Two hedge fund quantitative analysts beat 1,000 other teams in an artificial intelligence challenge.

Tesla debuts the Model 3 electric car

Anna-Marie Baisden, head of autos analysis at BMI Research, talks about the challenges facing Tesla as it brings its latest electric car to market.

Should you invest in China?

Jonathan Bell, chief investment officer at Stanhope Capital, says the Chinese economy is picking up and the weaker dollar alleviates currency fears.

The outlook for gold prices

Ron William, senior tactical & market timing strategist at The ECU Group, says there is scope for further upside to gold.

CNBC looks back at the last quarter

CNBC anchors Geoff Cutmore and Karen Tso look back to examine the markets as we reach the end of the first quarter.

Watch out for earnings season

CNBC's Dominic Chu reports that a rough earnings season lies ahead as analysts' estimates are coming in incredibly low.

We see signs of inflation: Bruno Verstraete

Bruno Verstraete from Lakefield Partners says inflation in Europe may come from the dollar effect and inflation is a sign of economic normalization.

Dollar's impact on world economy

Bruno Verstraete from Lakefield Partners says the dollar going down is good for global growth and commodities.

Is now the time to invest in mining?

Paul Renken, chief geologist and mining analyst at VSA Capital, says now is the time for bottom-fishing for those who want mining stocks.

Yellen's comments were well-received: Peter Chatwell

Peter Chatwell, head of European rates strategy at Mizuho International, talks about Treasury bonds in light of comments from Fed chair Janet Yellen.

The tide is turning for EM: Strategist

Nandini Ramakrishnan, global market strategist at JPMorgan Asset Management, talks about merits of investing in emerging markets.

Fed uncertainty drives investors to gold: Strategist

Martin Arnold, director and FX and macro strategist at ETF Securities, discusses what is driving the recent flows into gold.

How to make money from the Uber effect

Neil Campling, global TMT analyst at Aviate Global, talks about the possible proxies available to investors looking to profit from the Uber effect.

Where are oil prices headed?

Abhishek Deshpande, oil and gas analyst at Natixis, says the recent oil price rally was driven by investor sentiment rather than fundamentals.

UBS: Sell Wells Fargo

UBS analyst Brennan Hawken discusses his reasoning behind issuing a sell rating on Wells Fargo.

There is a recovery going on: Simon Maughan

Simon Maughan, head of operations at OTAS Technologies, talks about the chances of a recovery in the equity market.

This is a mid-term bull market: Strategist

Sandy Jadeja, chief market strategist at SignalPro, says stock markets are going to get very choppy and shares his outlook for U.S. markets.

In which markets should you invest?

William Hobbs, head of investment strategy for U.K. and Europe at Barclays, explains why he recommends China, Korea and Taiwan to investors.

Police officers stand guard around the Zaventem Airport after two explosions went off in Brussels, Belgium on March 22, 2016.

Stocks in the tourism sector fell as a result of the terror attacks in Brussels, but the decline will only be short term, say experts.

Investors will exit airline sector: Bob Parker

Bob Parker, senior advisor at Credit Suisse, says the airline, travel and leisure sectors will fall as a result of the Brussels airport explosion.

The equity market looks stretched: Strategist

Peter Garnry, equity strategist at Saxo Bank, shares his concerns for the mining sector and the markets.

When will Nigeria emerge?

Alexa Lion, senior analyst of Sub-Saharan Africa at Frontier Strategy Group, says Nigeria's central bank needs to devalue its currency.