Comment - January 2012RSS
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That's a wrap! Montreux 2012 highlights
VIDEO: A solution to the eurozone crisis, the most incredible economic turnaround in history, APFI's inaugural meeting and the five most disruptive forces of the next decade. That was Citywire Montreux 2012...And here are some of the best bits.
The three major concerns for global bonds in 2012
by Paul Brain on Jan 31, 2012 at 12:54
Writing exclusively for Citywire Global, Newton's head of fixed income and Euro Stars AA-rated manager reveals why money printing, rate cutting and the eurozone are weighing down on the outlook for global bonds.
Michael Lipper on governments: size does matter
by Michael Lipper on Jan 30, 2012 at 09:30
Veteran investor Michael Lipper’s latest blog discusses how austerity and whether governments have become too large to manager.
Is Rod Stewart a good market indicator for 2012?
by Atholl Simpson on Jan 30, 2012 at 09:14
The veteran rocker kicked off the year in style at a special gig for Carmignac in Paris last week and his on stage enthusiasm strangely mirrored managers optimism for the coming year.
Asia veterans put paid to Western doomsayers
by Mark Fleming, Mark Martyrossian on Jan 24, 2012 at 08:46
Asia, granted, did not have the best 2011, but Tiburon Partners duo Mark Fleming and Mark Martyrossian are fed up with all the scaremongering coming from the West. Here they set the record straight.
Why bother spending time on counterparty risk?
by Bernard Aybran on Jan 20, 2012 at 07:01
Writing exclusively for Citywire Global, top French selector Bernard Aybran of Invesco reveals how selectors can protect themselves from this most binary of risks.
When bankers become prime ministers
by Emily Blewett on Jan 19, 2012 at 12:05
COMMENT: Europe’s most debt-ridden states need to anchor populist risings as well as bond yields.
Standard & Poor's: Operation Europe
by Emily Blewett on Jan 17, 2012 at 11:53
Credit-ratings may be unwanted, unloved and opaque. The answer is not to make more of them.
On the road: birdwatching in Geneva
by Angus Foote on Jan 13, 2012 at 12:55
Feathers are being ruffled in more ways than one, Angus Foote reports.
Secrecy is dead: Swiss bank furore means even faster change
by Angus Foote on Jan 06, 2012 at 10:50
Yesterday the governor of the Swiss National Bank called for greater transparency. Natural and obvious, or shocking?
Michael Lipper: lessons from 2011 for earning in 2012
by Michael Lipper on Jan 03, 2012 at 07:15
Kicking off the new year veteran investor Michael Lipper talks syllogism, shallow thinking and echoes of 1987.