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Global spotlight
2013
- 14 May 2013 Hybrids gain traction within the credit universe
- 07 May 2013 Avoiding traffic jams in the European auto industry
- 03 May 2013 The supertanker turns slowly
- 26 April 2013 Back to the future on trade
- 17 April 2013 Currency wars are phoney, for now.
- 12 April 2013 The many ways to lighten your wallet
- 05 April 2013 Bubbles
- 28 March 2013 Aligning interests key to boosting long-term investment within the European economy
- 21 March 2013 Party dynasty creates its own barriers to change in China
- 15 March 2013 It may be stagflation, but not as we know it
- 07 March 2013 Home truths
- 28 February 2013 Global real estate - Separating the wheat from the chaff
- 21 February 2013 Mario Draghi continues to paper over the cracks
- 15 February 2013 Are pension funds set to join the ‘great rotation’?
- 08 February 2013 No Pain, no gain for Abenomics
- 01 February 2013 Beware of false alarms on the UK economy
- 25 January 2013 Equity rally may be greater than the sum of its part
- 17 January 2013 Learning to love the imperfections of inflation indices
- 09 January 2013 Fool’s Gold - A problem delayed, not a problem solved
2012
- 14 December 2012 The show business of politics
- 07 December 2012 Five stocks that have rewarded stock pickers in 2012
- 30 November 2012 Asian trade as a lead indicator for the world economy
- 21 November 2012 When you are in a hole, stop digging
- 12 November 2012 Banking on fresh faces to tackle policy challenges
- 06 November 2012 Corporate enzyme may prove missing market catalyst
- 01 November 2012 Japan’s lost decades provide clues to pitfalls of a low-growth world
- 25 October 2012 Investors duck for cover amid presidential gunfight
- 18 October 2012 Cyclical forces to play greater role in determining destiny of Chinese growth
- 12 October 2012 Do the fruits of ethical labour taste sweeter?
- 04 October 2012 Opening the door to a bigger world
- 26 September 2012 Expertise in equity income required to navigate choppy waters
- 20 September 2012 Are investors misinterpreting the sovereign debt fable?
- 14 September 2012 Evolution, not revolution, for inflation indices
- 06 September 2012 Financial meltdown contained but not controlled
- 21 August 2012 A problem shared is a problem solved
- 19 July 2012 Shifting commodity sands reshaping currency valuations
- 13 July 2012 Paradise lost
- 06 July 2012 Preparing flood defences
- 26 June 2012 Reading the tea leaves of the EU Summit
- 22 June 2012 Tough decisions in a low-growth world
- 14 June 2012 Does the weight of history suggest equity markets are ripe for a rebound?
- 30 May 2012 Oil price decline suggests history is not repeating
- 25 May 2012 Is Japan headed for a Greek tragedy?
- 16 May 2012 Look underneath the bonnet
- 10 May 2012 Sell in May?
- 04 May 2012 Growth compact
- 27 April 2012 Appetite for equities requires a discerning palate
- 20 April 2012 No more miracles for Asia
- 13 April 2012 Cash is king
- 30 March 2012 A long and winding road for government bond yields
- 23 March 2012 The job particle
- 14 March 2012 Oil’s scorpion tail still poses threat to global growth
- 09 March 2012 Fundamental stock selection in a risk-on/risk-off world
- 02 March 2012 US banks on track for rehabilitation
- 23 February 2012 Inflation is dead, long live inflation
- 17 February 2012 The watched pot
- 09 February 2012 Energy markets face evolutionary leap
- 02 February 2012 Untangling West Wing spin
- 26 January 2012 Seasonality – fat tails
- 20 January 2012 Same again for 2012?
- 12 January 2012 The debt-trap crescendo
2011
- 05 December 2011 All eyes on 9 December!
- 24 November 2011 China UK symmetry highlights shared challenges
- 17 November 2011 Europe – a bumpy road ahead
- 03 November 2011 The package was not enough
- 18 October 2011 Decision time ahead
- 11 October 2011 Behavioural Finance - Turning Japanese
- 29 September 2011 Challenging the consensus on inflation
- 27 September 2011 Pushing on a piece of string
- 22 September 2011 Whither the Euro
- 09 September 2011 Spotlight on the central banks
- 31 August 2011 Global real estate: shelter from the storm
- 23 August 2011 Testing conviction
- 12 August 2011 This time, it’s different . . .
- 21 July 2011 Currencies hold steady course despite squalls
- 12 July 2011 Testing time for Europe's Banks
- 08 July 2011 Greece will ‘default’ soon, which will not matter. Greece will ‘default’ later, which could matter considerably.
- 30 June 2011 Sound footing for global real estate
- 01 June 2011 Investors need to take note of inflation
- 20 May 2011 Silver under a cloud
- 26 April 2011 Tremors appearing in America
- 30 March 2011 Japan – a considered view
- 24 February 2011 'Walking on ice is dangerous, especially when winter ends and spring approaches.'
- 26 January 2011 The industrial revolution
2010
- 20 December 2010 A shopping list for Christmas...
- 29 November 2010 Commercial Real Estate– Investors drawn to yield
- 27 October 2010 Central bankers reach for their cheque books once again
- 17 September 2010 The impact of commodity price driven inflation has been exaggerated
- 23 August 2010 European debt – is the crisis over?
- 21 July 2010 To double dip or not to double dip, that is the question!
- 28 June 2010 Trains, Planes and Financial Regulation
- 24 May 2010 Restructuring the UK economy
- 12 April 2010 'One small step for a currency, one giant leap for a country'
- 09 March 2010 The search for income in a world of low interest rates
- 05 February 2010 China's Challenges
2009
- 17 December 2009 2010: a fine rebalancing act
- 05 November 2009 Does China’s success bode well for all emerging market economies?
- 03 August 2009 Finding sustainable yield in a low interest rate world
- 20 July 2009 Preparing for the recovery
- 20 March 2009 Quantitative Easing
2008
- 02 December 2008 Easing down the fiscal road
- 06 October 2008 The battle to bring the financial crisis under control
- 26 August 2008 Fannie Mae and Freddie Mac
- 22 July 2008 Stepping off the inflation see-saw
- 23 May 2008 Inflation risks
- 25 April 2008 China’s policy conundrum
- 09 April 2008 Noticeable rally in equity markets
- 21 February 2008 The return of the dollar
- 24 January 2008 January has been a difficult month
- 16 January 2008 Investors face a number of entwined risks
