Opinion

WHY THE IMA REVAMP WILL HURT CLIENTS

A PYRRHIC VICTORY FOR THE ECB

Another investment theme with a catchy acronym is moving into the limelight, but is there a story behind the moniker?

All this talk of commodity super cycles is baloney. Lots of clever people are using some very interesting case studies (selectively) to build a grand narrative that essentially results in a small number of people making a lot of money from the rest of...

Stock markets have had to contend with many headwinds over the past few months, be it inflationary pressures globally, unrest in the Middle East and North African region, an anaemic recovery in developed economies, continued sovereign debt concerns and...

Pick a term, any term. ‘Reprofiling', ‘restructuring' or a plain old ‘default' - there is only so far you can disguise the inevitable.

Debt is a funny thing for markets. Have too little of it, and spirits sag. Share prices perform badly and investors worry there will be insufficient growth.

The outlook for global growth remains robust thanks to one of the biggest investment spending cycles for several decades.

The closest we get to a really big argument in the world of investment is when passive is pitted against active management.

Think of light entertainment on the wireless, and The Archers or Desert Island Discs probably springs to mind well before convertible bond arbitrage and volatility trading.