Comment

How important is the macro thesis on EMs?

We are not awash with great books about the industry we work in, so any new ones are always worth a look.

Does the govt want to resurrect banks' advice role?

Turning point for monetary policy

What can contrarians learn from the Impressionists?

Crossroads for Artemis and SLI

Greece is 'extreme manifestation' of developed world failings

Are fund rationalisations set to continue?

Should property investors be rushing for the exit?

Bubble spotting