03/23/2012
SunGard identifies ten trends influencing the banking industry
A focus of investment for banks is on ensuring regulatory compliance and in assuring shareholders that they fully understand and can manage their risk exposures.
03/23/2012
A focus of investment for banks is on ensuring regulatory compliance and in assuring shareholders that they fully understand and can manage their risk exposures.
03/23/2012
The market rally is likely to grind higher on mounting evidence that the US is reasserting itself as an engine of world economic growth. Indeed, the world has moved closer towards the upper end of our base-case economic scenario. But while the rally is wa
03/22/2012
Evolution, Natural Selection and Investment Reporting
03/22/2012
Gilt yields were broadly unchanged after the fiscally neutral UK budget kept to the planned course of cutting the deficit and stabilising the national debt over the course of the current parliament.
03/22/2012
Hesitating between new-found confidence and resurgent doubts, Patrick Ségal, former member of the Executive Comittee, takes us on a whirlwind tour of the global economy. He doesn't mince his words in his comments on France
03/19/2012
Britain is being overtaken by emerging economies, such as India and Brazil in the “race” for a share of Africa’s new and fast-growing markets, according to Olusegun Obasanjo, the former president of Nigeria and leader of its ruling party
03/19/2012
Have you noticed how the speed of corporate ageing seems to have been rising exponentially - corporate histories seem to have an ageing process worthy of various characters out of a Rider Haggard ripping yarn.
03/15/2012
It seems that economic strategy has shifted from fostering growth to shoring up government finances.
03/15/2012
Does it make sense for longer-term investors to hold government bonds when better yields are available from dividends?
03/13/2012
The forecast comes from SSGA's Chris Goolgasian, whom we followed last week as he tackled the difficult subject of how to value gold.
03/13/2012
The research claims that even though Britons are three times richer than they were in 1952, and UK GDP has dramatically increased, so has the Government's budget deficit.
03/08/2012
Here’s the big irony: if a mansion tax is to be sustainable year by year rather than simply bleeding a section of society, then it has to rely on continuing economic growth.
03/08/2012
Standard Life Investments, the global investment manager, believes that a lengthy period of Quantitative Easing (QE) is needed to support economies through years of fiscal tightening and debt de-leveraging.
03/07/2012
We believe the potential for negative events in Europe will keep the euro on the defensive against the dollar and sterling, but the downside looks limited in the near term given investors in general are already broadly holding negative positions.
03/07/2012
So what is the state of play on the government's ambition to correct the perceived lack of credit for small and medium-sized businesses?
03/06/2012
it’s becoming the chosen vehicle for many investors who demand more than just financial growth from their money.
03/05/2012
Well we shouldn't complain
03/02/2012
Following breaches in the Banking Code of Practice on Taxation, retrospective tax legislation is to be introduced.
02/27/2012
There are some positive dots that we can join together when looking at the UK economy, which when viewed as a connected string, is beginning to show a slightly more creditable and credible pattern.
02/23/2012
Although we remain cautious regarding exposure to European equities in general, selective opportunities may be emerging, as long as global central banks maintain the easy- money stance that is helping to fuel appetite for risk.