05/18/2012
Quit Ye Like Men by Rupert Caldecott, Dalton Strategic Partnership
Volatility has returned and may well – at best - be the order of the day for the rest of the summer.
Comment, Analysis & Research
05/16/2012
How will JPMorgan's $2B loss affect banking rules?
JPMorgan's misstep gives advocates of stronger regulation an opening to argue that regulators should toughen their approach.
05/16/2012
UBS: These 14 Companies Will Shield You From The Europocalypse
It's hard to avoid exposure to Europe if you're in the stock markets.
05/16/2012
Threadneedle's CIO Mark Burgess comments on Greek exit
Risk premia are extremely high across most markets
05/16/2012
'London, No longer an English City'
Back in April 2011 John Cleese made a somewhat controversial statement: “London is no longer an English City”.
05/16/2012
Greece threatens euro stability, but risks reflected in safe-haven bonds - Coutts & Co
Political rather than economic considerations are increasingly pushing Greece towards a euro exit.
05/15/2012
Plackett and Prentis back strongest to get stronger – and short the rest
Engineer Senior is one of the trust’s largest holdings and since the start of the year, its shares have gained 40%.
05/15/2012
Has Ed Miliband seduced Tony Blair and his wealth-loving chums?
They use their joint article to give a push to the clamour for some sort of European growth plan, and will share a platform today at the Centre for European Reform.
05/14/2012
Two years of the Coalition – how are they doing on the tax front?
To give credit where credit is due, in their first two years the Coalition Government has seen through some tax changes which were already in the pipeline.
05/14/2012
Dimon geezers by Tim Price PFP Wealth Management
Imagine you are one of two people playing 'Monopoly'. While you follow the rules religiously, the other player – who also happens to be the banker – does not.
05/14/2012
Have the emerging markets finally emerged?
Companies and economies are in good shape
05/14/2012
The French have a new one, The Russians have an old one and the Greeks haven't go one at all by Justin A. Urquhart Stewart
Maybe the changes of last weekend might just be the catalyst for change that we have been waiting for to finally get things moving in Euroland and to try and break this seemingly intractable euro impasse.
05/14/2012
A disappointing Queen’s Speech: the Government’s “growth agenda” is far too timid
In this Perspective Ruth Lea, Economic Adviser to the Arbuthnot Banking Group, discusses the Queen’s Speech and other recent economic and political developments including the latest MPC decision and some implications of the recent French and Greek e
05/11/2012
Do more with less: A study in process optimization
“Do more with less,” is the mantra of consultants and the marching orders of senior executives. In today’s world of increased competition and compressed margins, companies want methods to improve efficiency. Automation is the “lo
05/11/2012
Jamie Dimon’s Ahab meets his Moby Dick
JPMorgan’s Ahab has met his Moby Dick. Chief Executive Jamie Dimon has toiled at length to build a bank strong enough to withstand the greatest of storms.
05/10/2012
Van Lanschot reports profit improvement in Q1 2012
Constant Korthout, CFRO of Van Lanschot: "The excellent capital and liquidity position of the bank reflects its undiminished strong foundations. The financial markets remain extremely volatile due in part to the ongoing European debt crisis. Thanks t
05/09/2012
The Greek Tragedy – a final act, an encore or merely a new chapter
When over 2000 years ago the great ancient Greek philosopher Aristotle wrote ‘the structure of the best tragedy should be not simple but complex and one that represents incidents arousing fear and pity’, little did he know that he would be des
05/08/2012
Storm Warning by Justin Urquhart Stewart
In the midst of one of the more unusual droughts, it may seem odd to be giving a storm warning
05/08/2012
How will austerity-averse Europe affect Asia?
In elections in France and Greece, Europeans have voted against biting austerity measures.
05/07/2012
Good news (?) for London property prices Hollande has won
In France, and in Greece, the anti-austerity backlash has achieved a double victory this weekend, bringing closer the point at which the euro breaks asunder.