shift into third gear still some way off
Neil Williams, chief economist at Hermes Fund Managers, explains why political risk and fiscal corrections are dual factors in subdued growth across the globe.
Profiles & Comment
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Fair play for structured products
The following is a headline and first line of a story on structured products exactly as it was flagged by Google Alerts…
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what if romney wins
Bill O’Neill takes a look at what the US political and economic backdrop could be like at the start of next year asking, among other questions, what if Mitt Romney wins November’s election?
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an investor dilemma russia or cee
With one third of the world’s investment focussed on countries in Central and Eastern Europe, Pavel Gagarin asks whether this is a help or a hindrance to foreign investment in Russia.
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The calm before the euro storm
Volatility in the eurozone markets have hit a low since Lehman Brothers collapsed but, as John Husselbee alludes to, there is really only one direction volatility can now go in.
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economic slowdown turkey still regional force
Turkey’s equity market has had a great 2012 though an economic slowdown may put a short-term dent into this growth before following a medium to long-term upswing.
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sgpb hambros local focus global pedigree
to look after what is happening in London and Gibraltar as well as in the Channel Islands. Verleyen has only been in his role as CIO since December 2011 and has overseen quite a change in investment strategy since then to turn the focus on four core strategies – bond, conservative, balanced and dynamic. Next…
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sgbp hambros local focus global pedigree
Hambros Bank has morphed from a 19th-century UK trade and finance firm into a genuinely international, 21st-century French-owned business offering a full range of wealth management and banking services
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europe panic play chicken or Greek exit
As a huge game of chicken unfolds in Europe, Curt Custard looks at a number of possible scenarios for investors given the likelihood of how events will take shape around Greece’s future.
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how to generate income and sleep soundly
It seems there is a scarcity of asset classes where investors can guarantee a high income and still sleep soundly but, beyond equities, where else should investors look?
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sell gilts and buy equities Dinning
Bill Dinning reviews a world where central banks and policymakers control short-term markets, giving his pearls of wisdom as to why policymakers should instead take the lead and what they should do.
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kay review a cracking read
The IMA’s Richard Saunders gives his take on the Kay Review, and says that while a lot of it is valid, it lacks focus on the roles played by investment banks.
