Global Investing

Quarter-end rebalancing: A myth?

March 26, 2012

With world stocks up more than 10  percent since the start of the year, it must be tempting for investors to cash in their gains before the quarter-end/fiscal year-end. Or is it really?

Two months rally + long markets = correction?

March 7, 2012

The debate in global financial markets is whether the new year’s rally is either just pausing or coming to an end.

from Commentaries:

Don’t hold your breath for European flotations

July 28, 2009

COLOMBIA/A web-based survey of more than 40 European institutional investors by investment bank Jefferies shows most -- 83 percent of those who responded -- are not expecting a re-opening of the IPO market in the UK and Continental Europe before the middle of 2010.

Rebasing investors’ confidence

May 26, 2009

Interesting change by State Street in its monthly sounding of its institutional investor clients. The firm has gone back over all its data and rebased it in order to get an indicator that not only marks up and down changes in investor confidence but also suggests what regime investors are in. Ken Froot, the Harvard professor who co-developed the index, describes the move thus:

Terminal problems

May 5, 2009

If Nigerian banks appear to have suffered disproportionately in the global financial crisis, maybe they have Heathrow Terminal 5 to blame.

Hobson’s choice

April 16, 2009

Imagine you’re an institutional investor holding a great deal more illiquid, price-impaired assets than you’re comfortable with. Do you a) hold on to them and pray that the price rebounds, or b) sell now and take a loss, before things get even worse?