04/11/2016

Wahlroos: Finland is all but a lost cause

Finland, he argues, has largely itself to blame for the woeful economic conditions because it has allowed the public sector to become too large and expensive.

04/11/2016

Time to be bullish by Tim Price

“We don’t see a recession coming in the United States.” - Abby Joseph Cohen in a recent Bloomberg interview.

04/07/2016

Panic over, but what's next for markets? - Schroders

Going forward we will need to see greater evidence of stronger activity for the rally to continue; however, this is also likely to bring the Federal Reserve back into play, posing a challenge for investors.

04/07/2016

Brexit - investment views - Coutts

While the polls are roughly level ahead of the 23 June referendum on whether the UK should leave the EU (‘Brexit’), bookmakers continue to offer 60–70% odds of the UK staying in. We believe a vote to stay is the most likely outcome and o

04/05/2016

European residential markets are in a supercycle

The European residential real estate sector stands out as the decade’s best performer, despite the existence of substantial differences in yields and drivers between different regional markets and cities. Demand has rocketed in the past 24 months, a