Opinion
Bonds
In December 2009, an economic paper called Growth in a Time of Debt was published by Reinhart & Rogoff.
16 September 2011
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Economics
Several features of the recession and financial crisis carried the label ‘extraordinary', not least the huge shifts in asset valuations.
16 September 2011
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Economics
Falling share prices are current news, but over the past two years the big issue for new investors is perhaps a different one: that of large falls in yields.
16 September 2011
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Asia
Among the brigade of economists and investment strategists a depressing idea has been gaining traction in recent years, one we might call the Japanification of the Anglo Saxon world.
16 September 2011
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Investment
"If you are going to panic, do it quickly," joked Hywel George from Integral Asset Management last week, as we pondered what was going on in markets. It was a different kind of discussion because we were joined by a real investor, that is, someone who...
16 September 2011
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Investment
"The future is not about equities, the future is about income." So said Stephen Drew, head of credit at Thames River, at the group's annual investment conference last week.
16 September 2011
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Economics
Darwin's David Jane, JPM's Nick Gartside, MAM's Martin Gray, and Andrew Cole of Barings look at the similarities and differences between today's market and economic backdrop and the crisis that followed the Lehman collapse in 2008.
15 September 2011
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3 min read
