01/01/2013
We expect the positive tone in equity markets to continue. Recent economic data out of the US and China has been strong, and markets will take heart from the positive news flow, at least until the politicians are called upon for more decision making.
01/01/2013
Fittingly, given the confidence-crippling chaos and subsequent submission in US Congress the first song to be shuffled on to my iPod on my New Year’s Day run was the magnificent “Acquiesce” by Oasis.
01/01/2013
The Fiscal Cliff has been averted but not without America experiencing a Wile E Coyote moment
12/30/2012
Schroders’ Chief Economist Keith Wade and European Economist, Azad Zangana, discuss why the global economy hit another soft patch in 2012 and share their views on other economic factors that had an impact over the last 12 months.
12/30/2012
According to the Telegraph, Buffett's remarks came during an interview with fellow philanthropist Melinda Gates, with BBC Radio 4.
12/30/2012
The Government must do more to defend the contribution the financial services sector makes to the wider economy because it is not just about “a few people drinking Bollinger”, according to the City of London Corporation.
12/30/2012
Enoch Powell once said that the best way to keep a secret was to announce it on the floor of the House of Commons, so little notice was taken of anything that went on there.
12/30/2012
“Let me tell you about the very rich,” wrote F. Scott Fitzgerald in his short story The Rich Boy in 1926. “They are different from you and me. They possess and enjoy early, and it does something to them…”
12/26/2012
New Lafferty report applies retailer best practice to banks in an effort to make them 'loved'
12/26/2012
We are reducing our exposure to gold for the first time since June 2009 because we believe that several key risks to the global economy that underpinned the precious metal are being addressed. But we remain positive on gold and believe it has a place in p
12/25/2012
Nobel laureate Daniel Kahneman claims in his book Thinking, Fast And Slow that the stock picking industry is built largely on an "illusion of skill."
12/23/2012
We are looking for opportunities to participate directly in US residential property for both rental income and capital appreciation.
12/23/2012
Wealth managers face a massive learning curve but great potential
12/23/2012
So in the world of investment and banking, what do I want for Christmas and the New Year?
12/23/2012
My intent is not to show why these economists will fail (bigger and brighter minds such as Hayek, Mises, Friedman, etc. have already done this) – but rather to review the impact that the misguided manipulation of the price of money (exchange and int
12/19/2012
"We have seen some awful scandals in businesses much weaker than UBS and they manage to survive."
12/19/2012
We hear all the time that rising income tax rates are driving high earners overseas. But is it really higher taxes that are getting them racing to the nearest airport?
12/19/2012
As the US Fiscal Cliff melodrama heads towards its climax I thought I would offer an observation based upon the 60s US TV sitcom series-the Beverley Hillbillies.
12/19/2012
"Despite the fact that there has been little progress in resolving the underlying structural issues in the developed economies, 2012 has been a decent year for risk assets.
12/19/2012
The SunGard Asset Arena 360 Boutique Asset Manager survey recently examined the prospects for institutional boutique asset managers, the obstacles that lay ahead, as well as strategies for growth in an increasingly challenging cost-pressured industry.