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The notion that “you can’t time the market” has somehow become received wisdom. It is, of course, nonsense. The experience of two very British institutions and some data analysis reveals the truth behind the cant.
Euromoney March 2010
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Reports of life in the barbarous relic have been greatly exaggerated.
Euromoney January 2010
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The financial crisis might be the making of hedge funds. Institutional investors will change the industry for the better by demanding onshore structures, independent administration and greater transparency. Mainstream financial centres should see this as an opportunity and ditch the fatuous parts of proposed regulation.
Euromoney December 2009
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Policymakers like to talk up the dollar. But an orderly decline of the greenback would be no bad thing.
Euromoney October 2009