the better question

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the better question

August 9th, 2011

In weeks like the one just seen, the instinctive reaction for pretty much every investor is ‘should we sell?’ though perhaps ‘should we buy?’ would be a better one. One suspects those investors who are asking themselves the latter question … Continued

all UK rate hike bets are off

June 22nd, 2011

M&G’s Michael Riddell posted this article on I thought it was worth reproducing here, Pound sterling is the weakest currency in the world today and we’ve seen a pretty big gilt rally, with 10 year gilt yields rallying 7 … Continued

period of adjustment

June 3rd, 2011

John Greenwood, group chief economist at Invesco Perpetual, considers a range of issues including inflation, quantitative easing, fixed income and the emerging markets and argues investors are going to have to rein in their growth expectations Will there be a … Continued

two different types of inflation

May 16th, 2011

John Greenwood, group chief economist at Invesco Perpetual, offers his global economic outlook for the second quarter of 2011 and weighs up the implications of the strong economic recovery in the emerging markets. Between September 2010 and the Japanese earthquake … Continued

Japanese equity view

March 16th, 2011

Shogo Maeda and Keith Wade of Schroders offer their initial thoughts on the Japanese earthquake and its potential consequences Shogo Maeda, head of Japanese equities at Schroders, writes: It became increasingly apparent that the magnitude of the earthquake and subsequent human … Continued

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