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Chart Of The Week – 22nd July 2013 26 Jul 2013 | 03:34 pm
U.K. equities have underperformed their U.S. counterparts since late-2007. Even though the U.S. was the epicenter of the financial crisis, the U.K. economy suffered a deeper recession and has witnesse...
The Temptation of the Fund Managers 22 Jul 2013 | 03:00 am
Why are fund managers so well paid, given the paucity of the value which in aggregate, all the statistics tell us, they add? And what are the ancillary risks that flow from such a persistent anomaly? ...
Chart Of The Week – 15th July 2013 15 Jul 2013 | 02:15 pm
MRB’s Strategic Trader earlier this year initiated a “pair” trade to take advantage of two powerful, but opposing, trends. Long U.S. and short Canadian banks offers a play on a healing U.S. economy an...
The Art and Artifice of Fed-Watching 15 Jul 2013 | 03:15 am
Mr Bernanke’s pronouncement about the possible tapering of QE - call it a promise, call it a threat, according to taste - sent global financial markets in June into a spin. That is emblematic of the b...
A Small Footnote on Challenging Orthodoxy 3 Jun 2013 | 03:45 am
My word, these young students can be so tiresome – ask them to look at a subject where received wisdom is well entrenched and you may find them coming up with an entirely fresh answer, not the one whi...
Fannie Mae Is a Needless and Risky Model for UK Housing 1 May 2013 | 02:30 pm
There are many lessons to be learnt from the financial crisis. But the need for countries to establish institutions such as Fannie Mae is not one of them. The failure and abrupt nationalisation of the...
Future Returns: Rob Arnott Interview 30 Jul 2012 | 12:19 am
Rob Arnott, the chairman of Research Affiliates, is one of the most articulate and interesting market analysts in the States, and someone whose ideas and research I have followed for a number of years...
Secrets Of Keynes’ Winning Ways Revealed 16 Jul 2012 | 07:30 am
The latest academic research into the performance of John Maynard Keynes as an investor adds some important detail to a story that has long fascinated - and inspired - stock market historians and prof...
Secrets Of Keynes’ Winning Ways Revealed 16 Jul 2012 | 07:30 am
The latest academic research into the performance of John Maynard Keynes as an investor adds some important detail to a story that has long fascinated - and inspired - stock market historians and prof...
Market Review 10 July 2012 10 Jul 2012 | 09:45 pm
Slightly battered, bothered and bewildered, investment markets have reached the half way point in 2012. Since the Gregorian replaced the Julian calendar at least the duration of a year is pretty certa...
