Articles
Opinion Middle East turbulence: Impact on economic activity and risk assets.
There are no clear answers, given the fluidity of the situation and uncertainty over whether violence will spread further...
Strategy What would it take to solve the eurozone crisis?
Last year’s key call was to spot the indebtedness of peripheral European governments and go underweight quickly. Those who did prospered all year, but in January of this year they got a nasty shock as peripheral spreads came rattling in and peripheral financials (...)
Strategy Is inflation about to dent markets?
It is always sobering when one of this writer’s year-ahead predictions appears obsolete after only a few days. And it was only last week that his belief that policy may remain easy during 2011 already started to be (...)
Strategy Are equities really that cheap?
We are not convinced we have seen the end of deleveraging and thus are sceptical that equity markets are cheap...
Innovation JP Morgan launches the LifeMetrics index
To reduce the risks on the pension fund industry, JP Morgan launched the LifeMetrics index. This index is part of a global platform called "LifeMetrics" which aim is to measure and manage longevity and mortality risk (...)
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