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August 2011

Strategy Investing during market turmoil

The idea that considers equity investing as long term has simply become absurd nowadays and has been so during the last 10 years. Let us be reassured. Opportunities will still be around. The only real question nowadays is how to allocate between real assets and financial (...)

August 2011

Strategy Nordic Sovereign bonds, the last safe investment in Europe?

The yield of the Swedish 10 year notes fell to a new historical low. A move which indicates that Sweden is viewed by Investors as a new hedge…

August 2011

News John Paulson loses 31% in its main fund, Advantage Plus Fund

John Paulson, featured manager in recent years, who bet on economic recovery by the end of 2012, has lost 11 percent in the first week of August...

August 2011

Strategy Buying European equities or how to catch a falling knife

European Equities have already been cheap for a while, so why should we buy now?

August 2011

News ECB to buy Italian and Spanish bonds

The European Central Bank, which has announced strong intervention on the markets, will buy Italian and Spanish debt according to a source close to the bank

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