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- Francois Hollande – Rouge for Danger 0 comment(s)
- Liquidity Provision vs Stimulus: Understanding the difference between QE1 and QE2 (and twist). 1 comment(s)
- The Fed and the lukewarm gruel of growth 0 comment(s)
- Dr Pepper’s Guide to 2012 – What’s the Worst that Can Happen? – The Four Horsemen of the Apocalypse 0 comment(s)
- Fixed Income debate replay – Chris Bowie and Stuart Thomson provide their views on the sector 0 comment(s)
- Blackadder 5 – Baldrick’s Cunning Plans for Greece 0 comment(s)
- The First Horseman – The White Horse: Conquest – US Banks VS Economics 0 comment(s)
- The French presidential election – a point of inflexion for European politics? 0 comment(s)
- Just do it – MOF to demand BOJ support for currency victory 0 comment(s)
- Politicians Trying to Sell PIIGS in a Poke 2 comment(s)
- Politicians Trying to Sell PIIGS in a Poke 2 comment(s)
- Why doesn’t the DMO redeem the War Loan? 0 comment(s)
- 2012: Jeux Sans Frontiers – Markets With Tears 0 comment(s)
- Liquidity Provision vs Stimulus: Understanding the difference between QE1 and QE2 (and twist). 1 comment(s)
- Santa Claus Doesn’t Exist and Neither Does Unlimited ECB QE 0 comment(s)
- Italy is Just the Tip of the Debt Iceberg 1 comment(s)
- Bright Light for PIIGS is the Match Sparking the Barbecue 0 comment(s)
- Dr Pepper’s Guide to 2012 – What’s the Worst that Can Happen? – The Four Horsemen of the Apocalypse 0 comment(s)
- Fund Me or I will Shoot – Greece Puts a Gun to its Head 0 comment(s)
- OBR not OBN, but still VILE 0 comment(s)
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Francois Hollande – Rouge for Danger
As expected Francois Hollande has triumphed over Nicolas Sarkozy in the French presidential elections and his Socialist Party is favourite to emerge as the leading party in next month’s parliamentary elections. More
Stuart Thomson
Chief Economist, Co-Fund Manager
May 10, 2012 at 3:29pm
0 Comments
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The Fed and the lukewarm gruel of growth
The US economy expanded at an annualised rate of 2.2% during the first quarter of 2012. At least it was above 2% and is likely to be revised slightly higher over the next couple of months. More
Stuart Thomson
Chief Economist, Co-Fund Manager
May 8, 2012 at 4:46pm
0 Comments
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The French presidential election – a point of inflexion for European politics?
Most opinion polls point to a victory for Francois Hollande over Nicolas Sarkozy in the forthcoming French presidential election. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Apr 18, 2012 at 11:38am
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Fixed Income debate replay – Chris Bowie and Stuart Thomson provide their views on the sector
Chris Bowie, head of credit and manager of the Ignis Corporate Bond Fund, and Stuart Thomson, chief economist and co-manager of the Ignis Absolute Return Government Bond Fund, discuss the various issues facing the fixed income sector and share their latest market views. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Mar 29, 2012 at 5:21pm
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Just do it – MOF to demand BOJ support for currency victory
The Yen has peaked on a trade weighted basis and against the US Dollar and is expected to weaken significantly during April. The basis for this forecast is the political necessity for currency weakness at the start of the new fiscal year. More
Grant Peterkin
Senior Portfolio Manager, Co-Fund Manager
Mar 29, 2012 at 12:00pm
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Would you invest in the proposed 100 year gilt?
The debate over 100y bonds has been driven by the low level of spot rates (UKT 4% 2060 were 3.05% at the beginning of the year) and the opportunity therefore for the government to borrow cheaply for the long term. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Mar 27, 2012 at 11:47am
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Budget preview – the big squeeze and the little squeeze
Rating agencies assessments from Fitch and Moody’s provide a timely reminder that neither the economic nor political cycles favour any material relaxation of fiscal policy in the UK. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Mar 20, 2012 at 3:53pm
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