02/17/2013
After all we had ten years of boom and thus, as is usual with such cycles, we shall have ten years of lean (as in meat – horse or otherwise).
02/14/2013
Even so, investors must guard against the wealth-eroding effects of inflation. Real assets, not inflation-linked bonds, are the solution.
02/14/2013
At a global level, stable inflation expectations, a negative output gap and the lack of macroprudential risks call for further monetary easing.
02/13/2013
Will the OECD plan solve the problem? We don’t think it will, but it’s a step in the right direction. We summarise the issues and consider how the UK positions itself on international tax developments.
02/13/2013
Heavily indebted ‘zombie’ companies continue to stalk the UK commercial property market. It will take time, and more importantly growth, to clear them away. But we believe patience will be rewarded.
02/12/2013
As a result, many asset managers, including some of today’s market share leaders, may struggle with shrinking revenue and a decaying book of legacy business