Comment, Analysis & Research

02/04/2013

New research from Credit Suisse and London Business School

Based on 113 years of international evidence, the Credit Suisse Global Investment Returns Yearbook examines how stocks and bonds might perform in a world witnessing a resurgence of risk appetite and concerns about inflation.

02/03/2013

Ethics at Barclays Went Into the Shredder

There are two ways to look at the news that Antony Jenkins, the chief executive officer of Barclays Plc, will turn down his $1.6 million bonus this year.

02/03/2013

FX update from J.P. Morgan Private Bank

Since the creation of the OMT (Outright Monetary Transactions) the marked fall in peripheral yields suggests that the risk the euro area posed to the global economy has decreased.

01/31/2013

Schroders: Currency Wars - comment by Keith Wade and Clive Dennis

The New Year has seen a deal to avoid the fiscal cliff in the US, an easing of bank regulations and the adoption of a more aggressive inflation target in Japan. Policymakers have continued where they left off in 2012: prioritising growth and dampening vol

01/27/2013

UBS Chairman proposes industry-wide settlement over Libor

UBS Chairman Axel Weber raised the possibility of an industry-wide settlement for the rest of the banks involved in the Libor rate fixing scandal at a meeting of top bankers in Davos, sources familiar with the matter said.

01/27/2013

New Atmospherics? by Justin Urquhart Stewart

There has definitely been a change in the air, and I am not talking about that strange pong emanating from that French company plant near Rouen or those noxious niffs floating around the gloomy tunnels of the London Underground.