Investing Investment Analysts


Investors lack confidence in South Africa: Analyst

Alexa Lion, senior analyst of Sub-Saharan Africa at Frontier Strategy Group, says she expects greater capital outflows from South Africa.

Are markets showing fatigue?

Benjamin Gutteridge, head of fund research at Brewin Dolphin, shares his outlook on asset markets.

People are willing to invest in Brazil: Economist

Peter Attard Montalto, emerging markets economist at Nomura, tells CNBC that investors are willing and waiting for a chance to put money into Brazil.

Oil up 50% in 5 weeks

Andy Lipow, President of Lipow Oil Associates, and Larry McDonald, Head of Global Macro Strategy at ACG Analytics, talk about the surge in the oil market and where the energy sector may go from here.

Are commodity prices improving?

Paul Gait, senior research analyst at Bernstein Research, shares his outlook for commodity prices and says there are signs the cycle is improving.

Should you invest in China?

Christian Gattiker, chief strategist & head of research at Julius Bär, shares his outlook on investing in China and emerging markets.

It's a bull market for US stocks: Strategist

Christian Gattiker, chief strategist & head of research at Julius Bär, shares his outlook for currencies and the U.S. and European stock markets.

It's been a good week for EM: Head of strategy

Daniel Tenengauzer, head of global FX & EM strategy at RBC Capital Markets, talks about the preferred emerging markets for investors.

We had an excellent 2015: MOEX's Fetisov

Evgeny Fetisov, finance director at MOEX, talks about investing and Russian equities.

Don't invest in biotech for safety: JP Morgan strategist

Michael Bell, global market strategist at JP Morgan, discusses investing in pharma and biotech.

How to trade European banks

Raoul Pal, founder and author of The Global Macro Investor, says bear markets are difficult to trade and he is shorting European banks.

Investing decisions

Despite monetary policy action by the ECB, appetite for risk has diminished and investors are looking cautious, say industry experts.

Plenty of value in Turkish stocks: Michael Harris

Michael Harris, managing director at Renaissance Capital, talks about the impact of protests on Turkey's government and economy.

We're getting mixed messages: Aviva's Mark Denham

Mark Denham, head of European equities at Aviva Investors, discusses Europe, oil prices and Antofagasta's decision to cancel its final dividend.

There is caution in the animal spirits: Michael Harris

Michael Harris, managing director at Renaissance Capital, shares his outlook on the market and says some investors are cautious.

We are overdue a market correction: Investec director

Charles Newsome, divisional director of Investec Wealth, talks about the chances of a market correction and the possible impact of Brexit.

There are plenty of risks out there: Bruno Verstraete

Bruno Verstraete, partner at Lakefield Partners, explains his company is holding 18 percent cash because of limited opportunities in bond markets.

Markets are dislocated from world events: Nick Carn

Nick Carn, founder of Carn Macro Advisors, shares his outlook for the investment market and discusses the impact of German elections.

In which emerging markets should you invest?

Murat Ulgen, global head of emerging markets research at HSBC, discusses the problems facing Brazil.

I wouldn't have a pure bond bet in a fund: CIO

Stephen Jones, CIO of Kames Capital, discusses investing in bonds and fixed income following the ECB's monetary policy stimulus announcement.

Markets rally on news of ECB action

Ben Pakenham, senior investment manager on the euro high yield team at Aberdeen Asset Management, says he is not surprised that markets rallied.

Hopefully Draghi will give us stability: Citi's Falcó

Manolo Falcó, EMEA head of corporate and investment banking for Citi, discusses investing in Europe and emerging markets and the impact of ECB policy.

Should you hold more gold?

William De Vijlder, chief group economist at BNP Paribas, talks about holding gold as a carry trade if bond yields go down further.

Are energy commodities looking attractive?

Matt King, global head of credit products strategy at Citi, talks about how investors should play the energy and commodities sectors.

The outlook for asset management

Mike Wells, CEO of Prudential, says the U.K. asset management space is becoming more competitive and comments on the trend of 'robo-advisors.'

Iran's growing financial services.

Majid Zamani, CEO of Kardan Investment Bank, says U.S. sanctions are still preventing some institutions investing in Iran.

Should you invest in US banks?

Cole Smead, managing director & portfolio manager of Smead Capital Management, explains why his company is invested in several U.S. banks.

Miller Tabak's sell on Nordstrom

Miller Tabak put a sell on Nordstrom and the FMHR debate whether the call is the right choice

Should you hold cash in your portfolio?

Ashish Shah, global head of credit at Alliance Bernstein, explains the advantages of holding some cash to profit when others are forced to sell.

Returns are not attractive: Deutsche Bank's Curto

Francesco Curto, global head of CROCI investment & valuation group at Deutsche Bank, says there is little value and too much risk in markets.