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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)
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- 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)
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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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Bank Deploys Operation Crunch
The Bank of England’s Monetary Policy Committee duly provided the additional £50bn worth of conventional gilt purchases that the market had been expecting at its February meeting, although two external members, Adam Posen and David Miles had wanted a larger amount of £75bn and some others ha More
Stuart Thomson
Chief Economist, Co-Fund Manager
Mar 6, 2012 at 11:25am
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Bright Light for PIIGS is the Match Sparking the Barbecue
The delayed reaction to the ECB’s three year long-term repo operation has provided a powerful boost to peripheral government bond markets. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Jan 31, 2012 at 2:15pm
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The First Horseman – The White Horse: Conquest – US Banks VS Economics
I watched the Lamb open the first of the seven seals. Then I heard one of four living creatures say in a voice like thunder “come and see!” I looked, and there before me was a white horse! Its rider held a bow, and he was given a crown, and he rode out as a conqueror bent on conquest. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Jan 30, 2012 at 3:53pm
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Introduction to Chaos Theory
Everybody is biased, it is important to remember where the annual forecasting recommendations are coming from. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Jan 30, 2012 at 3:09pm
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Dr Pepper’s Guide to 2012 – What’s the Worst that Can Happen? – The Four Horsemen of the Apocalypse
Today is the anniversary of the birth of Rabbie Burns, while we celebrate with offal food, it is worth reflecting on his poem “to a mouse”, which contains the verse “but Mouse, thou art no thy lane, in proving foresight may be in vain. The best laid plans o’ mice an’ men, gang aft agley. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Jan 26, 2012 at 4:22pm
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