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June 2011

Note 10 proposals to rebuild finance and monetary macroeconomics

Rethink monetary policy and its objectives, reform our accounting and prudential environment, review the return on equity standards, regulate the prices of certain assets...

May 2011

Opinion New world order: three central economic theses

According to Johannes Müller, Chief Economist of DWS Investments, the next ten to twenty years will bring 3 major changes: higher rates of inflation, weaker importance of the U.S Dollar and an increase in market (...)

April 2011

Strategy The University of Texas Investment Management Co. to hold $1 billion in gold bars

The endowment, which oversees funds held by the University of Texas took delivery of almost $1 billion in gold bullion as a hedge against inflation

April 2011

Strategy Fixed Income, what are the opportunities in 2011?

The Natixis Asset Management teams have pinpointed three main themes in order to seize the market oportunities, including selectivity in the bond markets.

April 2011

Opinion The monetary policy crapshoot

One of the key factors driving the relentless move up in equity markets has been the massive surge in liquidity supplied by central banks. One of the biggest risks in the second quarter is whether the liquidity tailwind turns into a headwind for (...)

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