Investor Signposts: Week beginning October 17 2010


The big picture There is no doubt that there is only one game in town – one ‘hot button’ issue, if you like – and that’s quantitative easing. In essence the term refers to the printing of more money; but as you would expect economists ‘poohpooh’ that kind of simplification saying that it is more

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Emerging bond markets move into mainstream investment thinking

The broad asset class we think of as emerging market debt has been evolving over the last few years. The end of the global mega credit cycle, so damaging to banking systems and sovereign debt ratios in many developed economies, left many emerging and developing economies relatively unscathed. Whilst pre-emptive IMF activity following the March

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