The dangers lurking in Super Mario's plan to save the euro
Countries may be pushed into default as an unintended consequence of ECB chairman Mario Draghi's outright monetary transaction scheme.
View ArticleGold unlikely to have record year even if QE3 gun is fired
Gold bugs will be keeping a close eye on central bankers' printing presses, but analysts have warned the precious metal is unlikely to hit last year's peak.
View ArticleQE3 soundtrack: Kill the Poor and Lynch the Landlord?
Monument Securities fears QE3 will encourage even the most cautious into risk assets and picks Dead Kennedys' anthems 'Kill the Poor' and 'Let's Lynch the Landlord' as suitable theme tunes to the Fed's...
View ArticleUK: light at the end of tunnel, or just another juggernaut?
After four sluggish years it's easy to see why the UK has become used to sitting in crisis mode. But better data in recent weeks could suggest the economy is finally turning a corner.
View ArticleAre emerging market banks the safest play on global financials?
Hard-pressed by increasingly stringent capital requirements and with their reputations in tatters following repeated scandals, developed market banks are struggling. But are their emerging market...
View ArticleThe Halloween Effect: how seasonality can spook equity investment
A new piece of academic research claims that seasonality really does drive returns and the trend is actually strengthening
View ArticleWhat will it take to unleash the cash locked up in credit?
There has been much speculation on when value could lure investors back into equities, but signs this is already underway may be misleading.
View ArticleArgentine debt vultures win big, but have they broken sovereign investment?
A New York court decision raises the prospect of an Argentinian default - but also worrying questions about the possibility of future sovereign restructures and the rights of governments
View Article'France bashing' is not absurd so long as leaders stay focused on tax
After Moody's downgraded France's credit rating, analysts have warned the flagging economy will struggle to get back on its feet so long as policy makers focus on tax rather than spending cuts.
View ArticleUS dividend tax doubts could drive swathe of special payouts
Concerns about dividends will be taxed next year risk proving a drag on the US economy, but investors may be rewarded with a number of potential special divis before the year end.
View ArticleAs bears eye bonds is now the time to make equity switch
The hot money is starting to bet against gilts, treasuries and bunds as investors grow tired of pricey government debt that offers a meagre yield.
View ArticleA return to the gold rush for miners
Gold mining shares, traditionally held as a geared play on the precious metal, have been serial underperformers over the past 18 months, but there are tentative signs that the tide is starting to turn.
View ArticleWhy markets haven't rallied on central banks' intervention
Equities have failed to show any kind of appreciation for central bank intervention in China, Europe and the UK, which given the concerted efforts on the three fronts, seems pretty ungrateful.
View ArticleAre 'danger zone' equities cheap or bonds expensive?
A whopping $190 billion has flooded into debt funds this year, according to figures from EPFR Global, but for how long will the nervous money continue to rush in with yields at record lows?
View ArticleBond watch: how scared should we be of a UK downgrade?
George Osborne is on a collision course with the ratings agencies that will ultimately decide his credibility. But other than the chancellor – who presumably values his career – should any of us care?
View ArticleGoldmans: eight steps that will define the euro's future
Although there are few triggers for a near-term rally in the single currency, Goldman Sachs said improvements in the eurozone are underappreciated.
View ArticleFTSE defies Standard Chartered: have equities turned the corner?
Equities have managed to absorb the massive Standard Chartered blow to stay above the 5,800 mark. Is this a sign that equities have finally turned the corner?
View ArticleHow to exploit the overseas dividend bonanza
UK dividends may have hit a record high in Q2, this falls short of a diversified equity income strategy. Global dividend income is there for the taking, but where to begin to look?
View ArticleWhat will it take to unlock the tidal wave of cash on corporate balance sheets?
Much has been made of the tidal wave of cash sloshing around on corporate balance sheets and the impact it could have on markets when unleashed, but the question remains: what will unlock it?
View ArticleWill Brazil's $66bn stimulus turn around its ailing economy?
The Brazilian government has extended its stimulus programme with a plan to sell off state licences to build and operate $66 billion in national transport infrastructure over the next 30 years.
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