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New strictures have breathed life into shadow banking – it now constitutes about a quarter of the global financial system – and regulators fear they have created a monster. But look closer and there's much more to this financial Frankenstein…
Euromoney February 2012
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It is hard to be optimistic about 2012. But much of the bad news is reflected in prices and a confluence of factors could yet provide support for equity markets and other risky assets.
Euromoney January 2012
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The UK is in dire economic straits. There needs to be a shift in the Bank of England’s quantitative easing policy to buy the government time and fund a British development bank.
Euromoney November 2011
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Faced with an unpalatable menu of policy choices, there is concern that another course will be taken: financial repression. It is the economic prescription favoured by Fagin. Bondholders should beware.
Euromoney October 2011
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The pat excuse for volatility striking markets in August is that the investment heavyweights are on the beach. Not so Alan Brown. The chief investment officer of Schroders met Euromoney as panic turned to hysteria. Brown believes these are among the most treacherous markets he has ever experienced, but finds a few boltholes for investors brave enough to be contrarians, writes Andrew Capon.
Euromoney September 2011
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Euromoney September 2011
