for 2012 read 2009 says hermes williams
Neil Williams echoes the thoughts of many suggesting the first quarter of this year has been a relatively good one, though he questions the outcome if these growth policies continue.
Hermes
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Japan taxing times
Neil Williams discusses the proposed rise in Japan’s consumption tax and the impact it, and other plans, could have on the Bank of Japan’s purchase of government bonds.
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the euro is still in search of a government
Neil Williams describes the eurozone’s economic deterioration at a level that means recession is inevitable and explains why even a common eurobond is not the answer.
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low positive growth to be the theme of 2012
Policy makers will be hoping the economic challenges at the end of 2012 will be far less acute than they are at the start – but the portents do not look good.
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hermes chief rupert clarke steps down
Hermes Fund Managers’ chief executive Rupert Clarke has stepped down from the company after four years.
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uk qe at best it wont work
Neil Williams questions the Bank of England’s attitude towards quantitative easing, arguing it may be keeping yields down but will do nothing to promote economic growth.
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Will Angela Merkel get what she wants post eurozone crisis?
How likely is the eurozone to come out of the crisis stronger than when it went in?
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David Harrison joins Merrill Lynch Wealth Management
David Harrison has left Hermes Fund Managers to join Merrill Lynch Wealth Management.
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US soft patch could be as good as it gets
Hermes’ Neil Williams asks if the US economy’s current soft patch will turn into a relapse.
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Williams: Bond yields to rise gently not sharply
Neil Williams explains why bond yields will head up gradually rather than anything more radical.
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Are developed economies getting back to normal?
Neil Williams asks whether developed countries’ economies are truly starting to recover.