Bond Outlook April 30th

The central banks have done a good job on liquidity, but the credit squeeze, the US recession and inflation rather suggest the current calm is the eye of a storm.

Bond Outlook April 16th

We have long identified three underlying causes of the crisis, but this week the figure three arises again in the dangers threatening an orderly move to a rebalanced world economy.

Real estate and securitization teams slashed at ABN/RBS

Royal Bank of Scotland has made comprehensive cuts to the real estate and property related securitization businesses in European corporate and investment banking, and it included its newly purchased bank – ABN Amro – in the process.

Investment banking: Eastern promise

While investment bankers in the west expect a difficult 2008, counterparts in Asia cite the successful closing of buyouts, bond issuances and IPOs during the market turmoil as proof of the region’s opportunities.

Equity capital markets: Jumbo IPOs stand up to their worst enemy

With big declines and huge daily swings, stock markets around the world looked even less welcoming to new issuers in March than they had for much of the year, during which time companies fearful of a cold reception had withdrawn or postponed more than $20.5 billion-worth of deals.

Debt threat to German real estate

Will the long-awaited recovery in the German real estate market be stopped in its tracks by turmoil in the debt markets? Louise Bowman reports.

Commodities: Boom or bubble?

Commodity prices continue to break records, defying the spectre of slowing growth in the US and the performance of other asset classes.

China: Venturing off the radar

While the global credit squeeze makes large-scale private equity investments tough, China’s burgeoning corporate sector offers rich pickings for smaller funds with local know-how.

BAA’s costly mistake

Far from solving BAA’s financial problems, the CAA’s regulatory review will make life for it even worse.

Bond Outlook April 2nd

Can central banks give an implicit guarantee that they will allow no bank to fail without reintroducing the moral hazard which has done so much to cause the crisis?