CAZENOVE
Investment Week | 14 Oct 2011
Mervyn King justified the latest round of quantitative easing with the observation that we are in the midst of “the most serious financial crisis at least since the 1930s, if not ever”.
Cazenove’s European fund manager Chris Rice has said he expects policymakers across Europe to stand firm and keep the eurozone intact despite growing expectations parts of it will break away.
Investment Week | 06 Oct 2011
Cazenove's Julie Dean says defensive growth stocks are as highly rated as in the dark days of 2008.
Investment Week | 29 Sep 2011
OTHER CAZENOVE ARTICLES
Cazenove's Peter Harvey discusses whether there is value in high yield securities.
Investment Week | 19 Sep 2011
Several features of the recession and financial crisis carried the label ‘extraordinary’, not least the huge shifts in asset valuations.
Investment Week | 16 Sep 2011
Cazenove's CIO Richard Jeffrey has criticised policymakers who expected the global economy to bounce back to pre-crisis levels after 2009, branding such expectations a 'fallacy.'
Investment Week | 31 Aug 2011
Cazenove’s Paul Marriage said the short positions in his Absolute UK Dynamic fund have helped limit the effects of the August sell-off but warned September could be “similarly tough”.
Investment Week | 29 Aug 2011
Major companies favoured by leading European fund managers are facing severe price pressures as the global flight to safety propelled the Swiss franc to new heights today.
Investment Week | 08 Aug 2011
Managers are increasing their bets against the euro and forecasting falls of up to 20% in the single currency, even as the ECB continues to tighten monetary policy.
Investment Week | 11 Jul 2011
Despite last month’s significant price movements in US treasuries, yields are still below the levels seen at the end of last year.
Investment Week | 11 Jul 2011
Group’s CIO says QE has led to decline in domestic demand and could spark downturn.
Investment Week | 24 Jun 2011
Defensive companies have been out of favour for a long time but now a series of factors could push them back into the spotlight, writes Richard Jeffrey, chief investment officer, Cazenove Capital.
Investment Week | 03 Jun 2011
Financials still under pressure from unfinished business in the eurozone and the threat of downgrade for banks
Investment Week | 30 May 2011
Cazenove Capital Management saw pre-tax profits dip £9.5m last year on the back of a 96% fall in hedge fund performance fees, despite a 30% increase in revenue from its wealth management arm.
Investment Week | 19 May 2011
Slower global growth combined with the end of QE in the US has left commodities vulnerable to a further correction, Cazenove's Richard Jeffrey has warned.
Investment Week | 16 May 2011
HAVE YOUR SAY
This week: Are hopes of a US recovery overblown?
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