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Opinion Equities as yield assets
Back in the 1950s equities were seen as yield products, being as utility type assets. It was only from the 1960s that stocks were seen as growth assets. 2011 has been a watershed because yields have exceeded bond (...)
Strategy Two big macro themes the strategic investor should be looking at
The two big macro themes that investors should keep in mind are those of deleveraging and rebalancing. There has been a ream of insight written about fiscal sustainability over the past three years, but the most important question lies in whether there will be an offsetting (...)
Opinion Greece: awaiting the inevitable
The credit default swap market is pricing in a 65% probability of a default within the next five years.
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 (...)
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...
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