09/15/2013
Look out the Investment Bankers are back! by Justin Urquhart Stewart
Good news - companies have been sitting on a lot of cash: bad news - they haven't been spending it.
Comment, Analysis & Research
09/15/2013
Bank Austria plays down emerging market concerns
UniCredit Bank Austria said its business was largely unaffected by market turmoil in Turkey and Slovenia as investors fled from high-yield assets in anticipation of the U.S. Federal Reserve scaling back its stimulus package.
09/12/2013
Five Years on From Lehman Brothers - Schroders
15th September 2013 marks the 5th anniversary of the collapse of Lehman Brothers.
09/11/2013
A transatlantic view of the G20 meeting by George Bull
Is tax avoidance by multinational corporations a ‘soft’ issue or a ‘hard’ one?
09/10/2013
Five years after Lehman’s collapse, lack of customer confidence is biggest challenge facing banking sector, says CISI survey
A lack of customer confidence is the biggest challenge facing the banking sector, according to a survey carried out by the CISI, five years after the collapse of Lehman Brothers.
09/10/2013
Man Versus Machine by Standard Life Investment
In the latest edition of Global Horizons Standard Life Investments, the global investment manager, examines how investors can use behavioural finance to improve their understanding of markets and enhance decision making.
09/09/2013
How important is the human face of fund managers?
These days the pages of the trade press are awash with stories about individual fund managers.
09/08/2013
UK on the up? And it’s St Leger Day by Justin Urquhart Stewart
As an investment rhyme it is about as reliable as trying to bet on the winner itself.
09/08/2013
At play with the risk market wolves by Tim Price
“We have to turn the page on the bubble-and-bust mentality that created this mess. - President Obama, weekly radio address, August 10, 2013.
09/08/2013
EMEA ratings movement continues to be dominated by Sovereign crisis, according to Aon Benfield study
Aon Benfield, the global reinsurance intermediary and capital advisor of Aon plc today launches its annual Evolving Criteria report, which reviews the latest developments in rating agency protocol and impact for the insurance industry in the Europe, Mid
09/08/2013
A Dollar is a Dollar is a Dollar by Guy Wagner, Banque de Luxembourg Investments
Since May/June 2013, many emerging market currencies have fallen against the dollar, some dramatically so (source: Bloomberg):
09/05/2013
The Perils When Megabanks Lose Focus
They face tougher regulations than their smaller competitors because of the greater damage their failure could cause
09/05/2013
'Mr. BRIC' to emerging markets: Stop "bitching and moaning"
O'Neill, a former chairman at Goldman Sachs Asset Management, rose to fame after proclaiming in 2001 that Brazil, Russia, India and China were emerging investment magnets that would drive global markets for a decade.
09/05/2013
Morgan Stanley CEO James Gorman: Chances Of Another Financial Crisis 'Close To Zero'
The way these firms are managed, the amount of capital that they have, the amount of liquidity that they have, the changes in their business mix.
09/04/2013
The Financial Transactions Tax and High Frequency Trading by Lakshmi Narain
With Italy introducing a tax on High Frequency Trading this week, the EU has moved one step closer to a Financial Transactions Tax. Despite the new levy being very highly targeted and not raising much in terms of tax, it’s the effect on market effic
09/04/2013
Bronze, Bullion and Bitcoin by Toby Birch
It is all too easy in modernity to sneer at our apparently simplistic ancestors for utilising such an odd medium of exchange.
09/04/2013
Did my banker just tell me the truth about GDP?
Richard Buxton, Schroders’ head of UK equities who quit to join Old Mutual Global Investors this year.
09/03/2013
Rothschild Market Perspective September 2013 - Dirk Wiedmann, Rothschild Wealth Management
Although its economy is slowing, fundamental data from China has been better than expected. Meanwhile, we are prepared to give Japan the benefit of the doubt and believe its economy should continue to recover.
09/02/2013
Hitting a BRIC wall - Keith Wade, Schroders
Schroders’ Chief Economist, Keith Wade, gives his growth outlook for the BRIC markets following weaker data across emerging markets in Q2 of 2013:
09/02/2013
The $10m-revenge of Paul Taubman, the man Morgan Stanley didn’t choose
It was an impossibly tough decision to make: both men were highly regarded.