from Summit Notebook:

Is emerging Europe out of the woods yet?

By Michael Winfrey
October 8, 2010

A surge in portfolio inflows is flooding into emerging central Europe, although yield-hungry investors are picking solid HUNGARY IMF/MATOLCSYpolicy and higher growth over countries still struggling to put the crisis behind them.

from Jeremy Gaunt:

And the investor survey says…

August 31, 2010

Reuters asset allocation polls for August are out. They show very little change from July, which suggests investors are still cautious and uncertain about what is happening.

from Global Investing:

What fund managers think

June 16, 2010

Bank of America-Merrill Lynch's monthly poll of around 200 fund managers had a few nuggets in the June version, aside from the usual mood-taking.

from Global Investing:

Time up for emerging markets?

March 25, 2010

Well, not in the long-run, no. You would be hard pressed to find an economist, investor or even politician who does not reckon the global shift in growth to Asia and Latin America is going to be the story of the coming decade, century etc.

from Global Investing:

Poor investor confidence – or is it?

February 24, 2010

The latest State Street investor confidence index bears some scrutiny. The overall index dropped in February which would seem to be in line with other sentiment indicators such as The Conference Board's consumer confidence index and the German Ifo on business thinking.

Britain heading for rude awakening?

January 20, 2010

 UK_DFTEZ0110

 

There is a divisive election ahead for Britain, the threat of a ratings downgrade on its sovereign debt and a deficit that has ballooned into the largest by percentage of any major economy.  UK stocks, bonds and sterling, however, are trundling along as if all were well. What gives?

The end of capitalism

November 23, 2009

Hard to imagine with financial markets still buoyant and newspapers full of tales of bonus greed, but there is still the possibility that captialism will end.  At least there is according to prestigious investment consultants Watson Wyatt in their latest study called “Extreme Risks“.

G20 dilemmas amongst the golf balls

November 5, 2009

Interesting dilemmas facing G20 countries as their finance ministers and central bankers get together on the golf ball strewn Scottish coast ( a meeting in St Andrews we will be Live Blogging on MacroScope, by the way).

Vote here on Japan’s economy and its election

August 27, 2009

Britain’s Association of Investment Companies has UK investors who run Japanese equity funds whether they think the general election on Sunday will have a positive impact on the country, which is slowly emerging from recession.

Investor sentiment roadmap

August 7, 2009

Investor sentiment goes through various phases in an economic cycle — from optimism, euphoria to panic and depression, back to hope and optimism.