Columns
Jan 06, 2012
Equities: Strategy for 2012
With sovereign bond yields in the major developed markets hovering around 2%, .......
Dec 12, 2011
Equities: Outlook 2012
As a rule, investment banks tend to be optimistic about the future, certainly the major US houses. Not so for 2012!
Nov 22, 2011
Is there Corporate Life after the Euro?
As the Euro crisis is spreading, contaminating more and more European countries, .......
Nov 18, 2011
Europe: bonds or equities?
European financial markets remain very volatile, with unusually strong swings in sentiment.
Oct 31, 2011
Banks – the frozen lubricant
With the Greek tragedy unfolding and making daily headlines, many investors and policymakers are starting to zoom in on the global banking sector.
Oct 10, 2011
European equities: Think big!
European equities have just finished a horrible third quarter, declining by almost 17%.
Oct 01, 2011
Occupy Your Mind
We live in a strange world. Many foundations of our economic system are under pressure.