09/20/2016
CITI: This is the 'world's biggest contrarian trade'
Persistent negative interest rates set by the European Central Bank have been blamed by banks across the continent for decreased profitability
Comment, Analysis & Research
09/19/2016
Inflation could hit 4 per cent in the next year, according to one of the City’s best known hedge fund bosses
Crispin Odey, expectes the next year to be a difficult one for the economy
09/19/2016
Britain's housing market is pulling the UK dangerously close to a financial market crash
Firstly, as you can tell from HSBC's chart below, the money people borrow to own a home accounts for more than 60% of all bank lending in Britain.
09/19/2016
Weidmann warns on ECB’s ‘twin’ roles and UK banks
After Brexit, everyone turned immediately to the central banks and relied on us to calm the waves and give politics the time to sort itself out”, said the German central banker who also sits on the ECB’s board.
09/16/2016
Bank admits economy is looking better
The UK economy has performed more robustly than many expected.
09/16/2016
Juncker hits out at Barroso’s Goldman Sachs role
European Commission president questions his predecessor’s judgment
09/16/2016
Standard Life Investments Global Horizons, Financial Stress by Jeremy Lawson
Updated weekly, the index is helpful for understanding the different drivers and consequences of financial stress.
09/16/2016
Draghi: “Monetary transmission has never worked better”
When ECB president Draghi said (during the press conference after the ECB’s meeting on 08/09/16) that the monetary transmission mechanism had never worked better than it does currently, he was probably deliberately exaggerating.
09/16/2016
Oliver Wyman Report on Potential Costs of New Basel Standards
These are complex rules that may need to be recalibrated for the region.
09/16/2016
Global Family Office Report Reveals Impact Investing Has "Come of Age"
Supporting charitable causes continued to be a priority for many family offices.
09/16/2016
Institutional fund outflows accelerate to $120 billion in second quarter
The second quarter outflows were widely distributed across investor types and geographies
09/15/2016
Platforms flush with loss-making cash
The strong cash position, approximately triple what it should be, is particularly worrisome due to falling interest rates.
09/15/2016
Have quality companies become too expensive?
We often stress the fact that our investment methodology leads us to focus on high-quality companies. We define these as companies with a very sound balance sheet and specific competitive advantages that enable them to stand out from the competition and g
09/15/2016
Wealth Adviser Daily Briefing: More Cash on Hand, More Happiness
Curated news and analysis for wealth advisers and their clients from WSJ reporters and columnists and beyond
09/14/2016
Citi sees Russia business pick up as crisis abates
Russian debt issuance slowed to a trickle after the United States and European Union imposed sanctions on Russia in 2014 over the Ukraine conflict.
09/14/2016
Private wealth pours into European real estate
Wealthy private investors from across the world are putting more money into the European real estate sector
09/14/2016
Suddenly, the banks all agree: monetary policy doesn't work and governments need to ramp up the spending
In the traditional banker view, governments only get in the way, budgets are for balancing, and spending is for cutting.
09/14/2016
St. James’s Place – “UK economic data and new legislation offers encouragement for the future”
The government’s draft legislation to introduce George Osbourne’s proposed Lifetime ISA scheme has divided the industry, with many experts concerned about complexity and potentially penal exit charges.
09/14/2016
Richest 1% owns 20 times more than UK's poorest 20%
The briefing warns that if action isn't taken to reduce inequality then nearly 400,000 more households could be living in poverty by 2030.
09/14/2016
Brexit chills M&A activity despite some big deals, data shows
Headline-grabbing deals such as the audacious $32 billion bid by Japan's SoftBank for Britain's most valuable technology company ARM might make it appear that all is well in the world of mergers and acquisitions (M&A).