Opinion
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
Investment
It is funny how fear becomes infectious and eventually clouds rational people's judgement.
09 September 2011
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