01/10/2013
Schroders - 2013 Video Outlook from Johanna Kyrklund, Head of Multi Asset Investments
In this first Multi Asset video of the year Johanna Kyrklund shares her views on the outlook, opportunities and concerns for 2013
Comment, Analysis & Research
01/10/2013
Coutts Wealth Watch: Risks grow for bonds as central banks shift focus from inflation to growth
As several major central banks shift their focus away from inflation to nominal growth, we believe this spells the end of the decades-long bond bull market, while raising the risk of an outright bear market. In our view, bond-heavy portfolios should manag
01/07/2013
Strategy Matters, An interesting start to what promises to be an interesting year - HSBC Private Bank
Short-term data may remain volatile, but we think it is important not to lose sight of the improving medium-term economic trends.
01/07/2013
Schroders 2013 Outlook - A year in global property
2013 Outlook: A year in global property - Jim Rehlaender, Global Property Securities Fund Manager
01/06/2013
What can UBS learn from Charles Dickens' ghosts?
Financial Times writer John Gapper said that UBS' investment bank has "always lacked a heart".
01/06/2013
Schroders 2013 Outlook - A year in global climate change
2013 Outlook: A year in global climate change - Simon Webber and Giles Money, Portfolio Managers for the Global Climate Change strategy
01/06/2013
Coutts Wealth Watch - Bond bear market?
A bear market has potentially broken out in US government bonds, and our favoured response is to continue to rebalance portfolios towards equities.
01/06/2013
Do you trust the policy makers? by Gary Dugan, Coutts
As we enter 2013, the policy makers are very much at the heart of the global economy.
01/06/2013
Worst November for City jobs since the credit crunch
“The City jobs market has been quite stable over the last few months so hopefully the November figures will prove to be a short term blip rather than a sign of things to come.”
01/03/2013
Posen, de Rothschild: Big Business Should Be More Inclusive
“One of the alarming effects of the global financial crisis has been the widespread erosion of confidence in capitalism itself.”
01/03/2013
Thoughts on Ed Balls' pension tax "raid" by George Bull, Baker Tilly
With memories of the Brown tax raid still lingering, it’s odd that Ed Balls seems to be leading on a Robin Hood-style approach, robbing what he defines as the rich to help those without jobs.
01/03/2013
Investment update on the outlook for Asia in 2013 - Barings
Despite volatility caused by events both within and outside of the region, it is important to recognise that Asia was one of the top performing regions in 2012 with the MSCI AC Asia ex Japan Index rising by 22.60% in US dollar terms over the course of the
01/01/2013
Soaking the rich won't work
Governments that are raising tax rates on the wealthy to plug budget holes are doomed to disappointment.
01/01/2013
Grey Swans and Active Management - by Moz Afzal, CIO & Daniel Murray, Chief Economist, EFG Asset Management
One year: too long in a world of ‘risk-on’ and ‘risk-off’
01/01/2013
Pulling back from the cliff - Coutts Comment
We expect the positive tone in equity markets to continue. Recent economic data out of the US and China has been strong, and markets will take heart from the positive news flow, at least until the politicians are called upon for more decision making.
01/01/2013
"Acquiesce" and “Hung in a Bad Place” by the US politicians - Tom Becket, CIO Psigma Investment Management
Fittingly, given the confidence-crippling chaos and subsequent submission in US Congress the first song to be shuffled on to my iPod on my New Year’s Day run was the magnificent “Acquiesce” by Oasis.
01/01/2013
Congress hands America a Wile E Coyote moment…
The Fiscal Cliff has been averted but not without America experiencing a Wile E Coyote moment
12/30/2012
2013: A year in the global economy by Keith Wade and Azad Zangana, Schroders
Schroders’ Chief Economist Keith Wade and European Economist, Azad Zangana, discuss why the global economy hit another soft patch in 2012 and share their views on other economic factors that had an impact over the last 12 months.
12/30/2012
'Women will save US economy', predicts billionaire investor Warren Buffett
According to the Telegraph, Buffett's remarks came during an interview with fellow philanthropist Melinda Gates, with BBC Radio 4.
12/30/2012
UK should step up defence of financial services
The Government must do more to defend the contribution the financial services sector makes to the wider economy because it is not just about “a few people drinking Bollinger”, according to the City of London Corporation.