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.
Comment & Analysis
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.
09/03/2013
Rothschild Market Perspective September 2013 - Dirk Wiedmann, Rothschild Wealth Management
Although its economy is slowing, fundamental data from China has been better than expected. Meanwhile, we are prepared to give Japan the benefit of the doubt and believe its economy should continue to recover.
09/02/2013
Swiss banks apologise for assisting tax cheats
Patrick Odier, Chairman of the Swiss Bankers Association, emphasised that the industry had to improve the way it lives up to its responsibilities to all stakeholders.
09/02/2013
Hitting a BRIC wall - Keith Wade, Schroders
Schroders’ Chief Economist, Keith Wade, gives his growth outlook for the BRIC markets following weaker data across emerging markets in Q2 of 2013:
09/02/2013
The $10m-revenge of Paul Taubman, the man Morgan Stanley didn’t choose
It was an impossibly tough decision to make: both men were highly regarded.
09/01/2013
War - what is it good for? by Justin Urquhart Stewart
It was James Mackintosh in the FT 'Short view' column who quite rightly reminded us of that wonderful Motown ditty by Edwin Starr - "War, huh. What is it good for? Absolutely nuttin."
09/01/2013
$1 trillion: Wealth estimate of assets UAE has built
The index quantifies the accumulated wealth of 30 countries’ built assets and takes into account the value of all the public and private property and infrastructure in a countr
09/01/2013
How multi-asset managers are coping with spooked investors
Bonds and cash are no longer safe havens, they guarantee a loss.
08/31/2013
Banking System Not Yet Fit to Cope With a Lehman 2.0: Bundesbanker
Five years after the collapse Lehman Brothers, the European financial system is still not equipped to cope with a bank failure of a similar magnitude
08/30/2013
Aberdeen Asia Pacific: 'Turmoil comes with the territory', says Hugh Young who has delivered bumper returns
He steered the fund and its investors through problems such as the 1997 Asian crisis