01/15/2013
BofA Merrill Lynch Fund Manager Survey Finds Investors Increasingly Bullish as Global Economy Regain
'Great Rotation' to Equities From Bonds Gets Under Way
Comment, Analysis & Research
01/15/2013
Investors Increasingly Bullish as Global Economy Regains Growth Path - RESEARCH
Global investors have entered 2013 in buoyant but not yet exuberant mood, according to the BofA Merrill Lynch Fund Manager Survey for January.
01/14/2013
Progress Made in 2012 to Have Positive Impact on Global Markets in 2013 - RESEARCH
BMO Harris Private Banking's latest Market Outlook Commentary Report reveals that the world's market and economic situation is in better shape now than it was 12 months ago.
01/13/2013
US earnings expectations are too gloomy – buy on dips - Coutts
We think US earnings are likely to beat overly negative consensus estimates for the fourth quarter, given upbeat business and consumer confidence data and leading economic indicators.
01/07/2013
Strategy Matters, An interesting start to what promises to be an interesting year - HSBC Private Bank
Short-term data may remain volatile, but we think it is important not to lose sight of the improving medium-term economic trends.
01/07/2013
Schroders 2013 Outlook - A year in global property
2013 Outlook: A year in global property - Jim Rehlaender, Global Property Securities Fund Manager
01/06/2013
Schroders 2013 Outlook - A year in global climate change
2013 Outlook: A year in global climate change - Simon Webber and Giles Money, Portfolio Managers for the Global Climate Change strategy
01/06/2013
Coutts Wealth Watch - Bond bear market?
A bear market has potentially broken out in US government bonds, and our favoured response is to continue to rebalance portfolios towards equities.
01/06/2013
Do you trust the policy makers? by Gary Dugan, Coutts
As we enter 2013, the policy makers are very much at the heart of the global economy.
01/03/2013
Should Bank of America Hang Onto Moynihan?
The report details Bank of America's prospects, including three reasons to buy, and three reasons to sell
01/02/2013
More Silver Linings than Clouds - BMO Global Asset Management
In this report, we explore both the clouds and the silver linings in these three major world economies
01/02/2013
Congress hands America a Wile E Coyote moment…
The Fiscal Cliff has been averted but not without America experiencing a Wile E Coyote moment
01/01/2013
Soaking the rich won't work
Governments that are raising tax rates on the wealthy to plug budget holes are doomed to disappointment.
01/01/2013
"Acquiesce" and “Hung in a Bad Place” by the US politicians - Tom Becket, CIO Psigma Investment Management
Fittingly, given the confidence-crippling chaos and subsequent submission in US Congress the first song to be shuffled on to my iPod on my New Year’s Day run was the magnificent “Acquiesce” by Oasis.
12/30/2012
'Women will save US economy', predicts billionaire investor Warren Buffett
According to the Telegraph, Buffett's remarks came during an interview with fellow philanthropist Melinda Gates, with BBC Radio 4.
12/30/2012
The Biggest Billionaire Scandals Of 2012, According To Forbes
“Let me tell you about the very rich,” wrote F. Scott Fitzgerald in his short story The Rich Boy in 1926. “They are different from you and me. They possess and enjoy early, and it does something to them…”
12/26/2012
What can banks learn from retail giants and the porn industry?
New Lafferty report applies retailer best practice to banks in an effort to make them 'loved'
12/26/2012
Coutts Wealth Watch - Gold exposure trimmed for first time since global crisis
We are reducing our exposure to gold for the first time since June 2009 because we believe that several key risks to the global economy that underpinned the precious metal are being addressed. But we remain positive on gold and believe it has a place in p
12/25/2012
Nobel Laureate Has Most Awkward Dinner Ever With Financial Advisers He Just Destroyed
Nobel laureate Daniel Kahneman claims in his book Thinking, Fast And Slow that the stock picking industry is built largely on an "illusion of skill."
12/19/2012
The Beverley Hillbillies and the Fiscal Cliff by Terry Smith
As the US Fiscal Cliff melodrama heads towards its climax I thought I would offer an observation based upon the 60s US TV sitcom series-the Beverley Hillbillies.