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November 2011

Opinion Banks – the frozen lubricant

How much exposure do banks have on their books? What is their financial strength? Can they withstand a Greek default, or worse? Have they learned the lessons from 2008?

November 2011

Note The dynamic of the yuan

According to Phillippe Waechter, Head of Economic Research of Natixis Asset management, the evolution of China is extremely rapid, and both its accumulation of foreign reserves and its capability to destabilise or stabilise global constructions is (...)

November 2011

Kiosk Understanding the eurozone crisis and its various facets

The current crisis is multiple. Initially sovereign and financial, it then became a social and political crisis. These changes do not facilitate the assessment of the situation, let alone the implementation of solutions. Back on the various facets of the (...)

November 2011

Strategy US dollar now sole safe haven currency

The US dollar will increasingly benefit from the flight to quality as the appeal of other ‘safe haven’ currencies wanes, according to Jack McIntyre, portfolio manager at Brandywine Global, a subsidiary of Legg Mason.

November 2011

News Kepler Capital Markets enters into a strategic alliance with UniCredit

This strategic alliance has been designed to combine UniCredit’s lending and ECM relationships with Kepler’s research expertise and long-standing relationships with institutional investors

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