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Brazil’s devilish future?

Brazil’s devilish future?

The political opponents of former president Lula look to have ruled him out of the next election, but this risks an even more volatile outcome.

Inside Investment more stories

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

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.

Sideways: Goldman’s hidden losses

Sideways: Goldman’s hidden losses

By JON MACASKILL

The recent disclosure that rare wine worth more than $1.2 million was stolen from Goldman Sachs co-president David Solomon, allegedly by a personal assistant, raises questions about which other Wall Street titans may have suffered the indignity of losses they would rather not discuss.

Debates more stories

Front End more stories

Russia banking: The Yugra illusions

Russia banking: The Yugra illusions

On a recent visit to the Russian central bank on a wintry day, Euromoney’s eye was caught by a chap holding a large and surprisingly professionally produced billboard.

EM fund management: So long, Mark Mobius

EM fund management: So long, Mark Mobius

Mark Mobius, the white-suited, shaven-headed, Bond villain-named investor who is surely the most famous emerging-markets funds manager alive, is retiring after 30 years of travelling the world on behalf of Franklin Templeton Investments.