02/25/2013
Coutts Wealth Watch - UK downgrade irony: good for FTSE 100
By adding to sterling’s woes, news of a UK credit-rating downgrade by Moody’s this past weekend may paradoxically benefit FTSE100.
Comment & Analysis
02/25/2013
A cap on bankers’ bonuses would be lunacy
Beware of the European Parliament bearing gifts
02/24/2013
Speed bumps ahead - BofA Merrill Lynch Global Research
The current crisis is distinct from previous crisis episodes because this crisis affects a large set of European countries that are highly integrated via trade and financial channels, and, because the magnitude of economic policies implemented is unpreced
02/24/2013
End of the crisis? Guy Wagner, chief investment officer, Banque de Luxembourg
For nearly 40 years, governments in the majority of industrialised countries have conducted fiscal policies based on Keynesian principles: in times of economic contraction, they have increased public spending.
02/24/2013
Value investing by Tim Price
Where is the wisdom we have lost in knowledge ?
02/24/2013
Trains, Trade & Ore by Justin Urquhart Stewart
It was interesting to hear the French moaning about their trains for a change.
02/24/2013
Beef, (Horse) or Salmon? Barry Norris, Argonaut Capital Partners
On the reasons he is invested in salmon, and the reasons the price of salmon will remain elevated
02/24/2013
Positive Signs Resonate Worldwide in Early 2013 -RESEARCH
U.S. housing sales, retail sales and job numbers strengthening - Germany, Italy and Spain showing signs of economic improvement - Growth in China expected to exceed 7.5 per cent in 2013 - Canadian investors seeing better returns on equities
02/24/2013
Coutts Wealth Watch - Currency weakness is a sign of strength
Currencies down = stock markets up
02/24/2013
Coutts - Global View from Asia - Bonds and equities look stuck at current levels given the dearth of either good or bad news
Bonds and equities look stuck at current levels given the dearth of either good or bad news.
02/24/2013
Global Businesses Look to 2013 with Renewed Confidence - FTI Consulting
FTI Consulting found that 77% of respondents are optimistic
02/21/2013
Why HMRC could find itself out on the street trying to avoid the tax avoiders
And finally…. by George Bull
02/21/2013
Coutts Wealth Watch - Sterling to take a further pounding
Sterling’s sharp fall has outstripped our bearish forecast for the year. And with UK policymakers indicating support for further weakness, we now see the pound falling further, to $1.48 by year end.
02/21/2013
How RDR has changed the fund management industry
The majority of advisers had already started charging their clients for advice rather than taking commission
02/21/2013
Future of private bankers under the microscope
The world of private banking faces an evolving landscape
02/21/2013
History bites back at Swiss private banking
Originally all the banking houses across Europe were trading companies
02/21/2013
Financial crisis just a 'blip' for bankers
The financial crisis has been “little more than a blip” for London bankers who were being paid more three years after it hit than before and were more likely to be employed than other workers, a report has found.
02/21/2013
Retirement: a reality check - Simon Williams, Group Head of Wealth Management, HSBC
Many people are still not saving enough for old age
02/21/2013
The canary in the coal mine - Alan Higgins, UK CIO, Coutts
Gold – once the must-have hedge against the heightened risks of the post-crisis world – seems to have lost its allure.
02/20/2013
Corporate bonus pools in financial services expected to be relatively flat - RESEARCH
20% of banks had recouped ‘deferred bonuses’ in 2012