09/15/2013
Look out the Investment Bankers are back! by Justin Urquhart Stewart
Good news - companies have been sitting on a lot of cash: bad news - they haven't been spending it.
Comment & Analysis
09/14/2013
StanChart to open 100 branches in Africa by 2016
It plans to focus on SMEs and private banking
09/13/2013
Banks are still "too big to fail", says SNB chairman
Authorities have been grappling since the collapse of U.S. investment bank Lehman Brothers five years ago with the question of how banks regarded as systemically important, or too-big-to-fail, can be recapitalised without causing panic or needing taxpaye
09/12/2013
Five Years on From Lehman Brothers - Schroders
15th September 2013 marks the 5th anniversary of the collapse of Lehman Brothers.
09/11/2013
Credit Suisse Study: Swiss Credit Handbook 2013
Swiss issuers remain solid in a difficult environment
09/11/2013
HMRC may repay billions following tax appeal by David Wilson
A recent Court of Justice of the European Union tax appeal could see HMRC repaying several billion pounds to UK taxpayers. Now that could put the kibosh on the taxman’s Christmas party….
09/10/2013
Man Versus Machine by Standard Life Investment
In the latest edition of Global Horizons Standard Life Investments, the global investment manager, examines how investors can use behavioural finance to improve their understanding of markets and enhance decision making.
09/10/2013
Advisors Split on Outlook for International Investments - Aberdeen Survey
The Aberdeen Asset Management RIA Survey found that six in ten RIAs plan to increase their allocation to international equities over the next year
09/08/2013
UK on the up? And it’s St Leger Day by Justin Urquhart Stewart
As an investment rhyme it is about as reliable as trying to bet on the winner itself.
09/08/2013
At play with the risk market wolves by Tim Price
“We have to turn the page on the bubble-and-bust mentality that created this mess. - President Obama, weekly radio address, August 10, 2013.
09/08/2013
A Dollar is a Dollar is a Dollar by Guy Wagner, Banque de Luxembourg Investments
Since May/June 2013, many emerging market currencies have fallen against the dollar, some dramatically so (source: Bloomberg):
09/06/2013
While Asian and Other Emerging Markets Are Stronger Now, Some Of Them Are Still Subject to Serious Vulnerabilities
The past week or so has seen the pressure on emerging market (EM) assets, notably currencies, turn into a bit of rout.
09/05/2013
The Perils When Megabanks Lose Focus
They face tougher regulations than their smaller competitors because of the greater damage their failure could cause
09/05/2013
'Mr. BRIC' to emerging markets: Stop "bitching and moaning"
O'Neill, a former chairman at Goldman Sachs Asset Management, rose to fame after proclaiming in 2001 that Brazil, Russia, India and China were emerging investment magnets that would drive global markets for a decade.
09/05/2013
Morgan Stanley CEO James Gorman: Chances Of Another Financial Crisis 'Close To Zero'
The way these firms are managed, the amount of capital that they have, the amount of liquidity that they have, the changes in their business mix.
09/04/2013
The Financial Transactions Tax and High Frequency Trading by Lakshmi Narain
With Italy introducing a tax on High Frequency Trading this week, the EU has moved one step closer to a Financial Transactions Tax. Despite the new levy being very highly targeted and not raising much in terms of tax, it’s the effect on market effic
09/04/2013
2013 Forbes China Rich List Preview: Newcomers In The Making?
Who are some of the big movers in Chinese business we are looking at that are poised to make the list for the first time this year?
09/04/2013
Bronze, Bullion and Bitcoin by Toby Birch
It is all too easy in modernity to sneer at our apparently simplistic ancestors for utilising such an odd medium of exchange.
09/04/2013
Did my banker just tell me the truth about GDP?
Richard Buxton, Schroders’ head of UK equities who quit to join Old Mutual Global Investors this year.
09/04/2013
C Hoare & Co's Robin Jeffrey on juggling old and new
Jeffree was quick to make his own mark on the bank’s investment process, introducing a new method of exactly mapping investment strategies to individual fund selection.