Prepare now for tricky times ahead
August is usually considered a bad month for implementing major changes to investment strategies. With so many traders on holiday and with volumes at seasonally subdued levels, liquidity can be quite...
View ArticleSanctions must prompt a rethink on Russian investments
Investors have already navigated a global financial crisis, experimental monetary policies and a frustratingly weak western recovery. Now they face an additional challenge: how to deal with politically...
View ArticleWhy public investment really is a free lunch
It has been joked that the letters IMF stand for “it’s mostly fiscal”. The International Monetary Fund has long been a stalwart advocate of austerity as the route out of financial crisis, and every...
View ArticleEurope’s leaders need to back shift on rules on public investment
As European leaders meet in Milan today to discuss growth and employment, they should try to understand and address their divergences rather than burying them in joint declarations full of lip-service...
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