europe deterioration needed before ECB will act
The ECB President has promised to “do whatever is necessary to save the euro” but Ian Kernohan argues countries that need a bailout will have to appraoch the ECB not the other way round.
RLAM
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no disintegration of eurozone no end to saga
Ian Kernohan sees a European crisis where countries have to go cap in hand to the ECB, which means things will only get worse until they need to go cap in hand, while the ECB sits and waits for the cap to be handed over…
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rlam assets up but new business down
Royal London Asset Management’s first half of 2012 results show a 2% rise in assets under management.
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gilt yields offer govt an unexpected gift horse
Ian Kernohan points out the cheap cost of funding given how low gilt yields are but questions whether the government will actually take advantage of it.
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Bond markets will provide a Europe solution
With the persistent slow pace of global growth, Europe needs time to grow out of what Ian Kernohan reminds us is a solvency crisis, not a liquidity one.
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market sentiment rises news china us europe
Ian Kernohan looks at the three biggest crises that kicked off the year and sees positive signs in all of them as we head to the end of Q1.
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the agenda for 2012 is remarkably similar to 2011
Ian Kernohan gives his economic outlook for 2012 and sees a great deal of similarity with the problems faced last year.
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uk economy could be a repeat of the 1970s
Ian Kernohan describes the coming years for the UK as a period of low frowth that will rival the austerity we saw in the 1970s.
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rlam sees inflows slashed by two thirds
Royal London Asset Management saw net new business slashed by two thirds in the nine months to 30 September as volatile markets took their toll.
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Kevin Lilley leaves RLAM for OMAM European equity team
Kevin Lilley is to join Old Mutual as manager of its Euroepan Equity Fund.
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Kernohan warns against constantly picking short-term trends
Ian Kernohan looks at how investors can steer through the period ahead of increased macro volatility
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Sales down at Royal London Asset Management
H1 sales down 17% at Royal London Asset Management.