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November 2012

Strategy Emerging Europe poised for sustainable long term growth

Although very different on a country-by-country basis, ING IM predicts that, collectively, Emerging Europe is set to benefit from a desire to advance regulatory enhancements, push ahead with economic liberalisation and pursue privatization (...)

September 2012

Note The scale of longevity risk is too vast for insurers alone without the development of a capital market!

A liquid capital market in longevity risk can ensure long-term funding of people’s longer lives, says Swiss Re’s newest publication, A mature market: Building a capital market for longevity risk.

September 2012

Note Fitch Affirms Ghana at ’B+’; Outlook Stable

Fitch Ratings has affirmed Ghana’s Long-term foreign and local currency Issuer Default Ratings (IDR) at ’B+’ with a Stable Outlook and Short-term foreign currency IDR at ’B’. The agency has also affirmed the Country Ceiling at (...)

September 2012

Strategy US housing: a long-term attractive opportunity

According to Stephanie Krertz, US real estate to be an excellent longterm opportunity, with a currently very attractive entry point in terms of valuation, even though sub-par economic growth is likely to make the rise in prices much more gradual than during previous (...)

September 2012

Opinion Are french OAT overvalued ?

According to John Gilbert, CIO of the Berkshire Hathaway’s subsidiary General Re-New England AM, French 10-year bonds should yield between 4.5% and 5%, closer to Italian and Spanish bonds rather than German ones. However, This opinion is not shared by the majority of the (...)

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