Opinion

HAIRCUT 100

Martin Gray, manager of the Miton Special Situations portfolio, explains why high levels of real estate and consumer debt will cause further problems for an over-geared banking sector.

M&G's bond vigilante Matthew Russell questions the logic of the Project Merlin agreement on bank bonuses and lending.

Henderson's Ainslie McLennan talks about the acquisition activity on the Henderson UK Property Unit Trust since November last year and how it has affected yield on the fund.

WILL ECB HIKE RATES?

DEMAND FOR EURO WILL RETURN

The governor of the Bank of England has recently warned we in the UK are living through the longest and worst squeeze on real incomes any of us have ever witnessed.

CONTRARIAN INVESTOR

THE ALCHEMIST

It is probably true to say there are three basic risks that apply to most asset classes advisers must always consider when making a recommendation - namely inflation, interest rates and foreign exchanges rates. Added to these, increasingly, are commodity...