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Inside investment: We need to talk about pensions

Inside investment: We need to talk about pensions

By ANDREW CAPON

If you want to kill the conversation at a dinner party, one sure-fire winner is pensions, but it is the $25.2 trillion in pension assets that fuel global capital markets and there needs to be some serious thinking on how they will work in the future.

Inside investment: Debt – status quo anti

Inside investment: Debt – status quo anti

By ANDREW CAPON

Despite political shocks, the issuers of ‘safe’ government debt will continue to have the upper hand over the bond vigilantes, and the great financial repression will continue.

Macaskill on markets more stories

Sideways: Banks make terrible online brokers

Sideways: Banks make terrible online brokers

By JON MACASKILL

If Michael Spencer manages to sell NEX at a price that places a high value on its core FX and electronic bond dealing platform, he will have pulled off an impressive slow-motion brokerage trade.

Macaskill on markets: SoftBank’s strange insurance policy

Macaskill on markets: SoftBank’s strange insurance policy

By JON MACASKILL

An investment of around $10 billion in shares of a reinsurance firm does not seem like an obvious move for a technology conglomerate like SoftBank, but its founder Masayoshi Son relishes any opportunity to surprise the markets.

Macaskill on markets: Hovnanian highlights Blackstone’s risky business

Macaskill on markets: Hovnanian highlights Blackstone’s risky business

By JON MACASKILL

Blackstone-owned GSO Capital’s provision of financing for building firm Hovnanian, on condition that it defaults on debt in order to trigger a payout on default swaps, highlights the reputational risks for investors as they supplant banks in setting the agenda for the credit markets.

Debates more stories

Front End more stories

DeFAANGed

One of the more fun metrics in the monthly Bank of America Merrill Lynch fund manager survey is the ranking of investor views on the most crowded trade out there.

Bottles on board

Bottles on board

Delegates to the IDB conference in Mendoza were lucky enough to receive bottles of fine Argentine Malbec from various sponsors – and another from the IDB itself in the welcome pack at registration.

Poetic justice by email

Poetic justice by email

Has there ever been a finer movie speech than Jack Nicholson’s “You can’t handle the truth!” tirade in A Few Good Men?

Cri de coeur

Cri de coeur

In March, Euromoney decided to take a detailed look at the environment for the M&A, financing and markets businesses at the big banks.