There are no clear answers, given the fluidity of the situation and uncertainty over whether violence will spread further...
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Friday 4 April 2025
There are no clear answers, given the fluidity of the situation and uncertainty over whether violence will spread further...
Last year’s key call was to spot the indebtedness of peripheral European governments and go underweight quickly. Those who did prospered all year, but in January of this year they got a nasty shock as peripheral spreads came rattling in and peripheral financials bounced...
It is always sobering when one of this writer’s year-ahead predictions appears obsolete after only a few days. And it was only last week that his belief that policy may remain easy during 2011 already started to be questioned
We are not convinced we have seen the end of deleveraging and thus are sceptical that equity markets are cheap...
To reduce the risks on the pension fund industry, JP Morgan launched the LifeMetrics index. This index is part of a global platform called "LifeMetrics" which aim is to measure and manage longevity and mortality risk exposure...
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