Sort content by
FIS Stanford 2024

Flawed Fed encouraging excessive risk taking

An increasing willingness of regulators to bail out investors at times of crises is reducing the competitive environment in which banks and financial institutions operate, the Fiduciary investors Symposium at Stanford University has heard. It is also encouraging more risky behaviour, and creating a fragile system in the longer run.
FIS Amsterdam 2013

Negative real interest rates a clear sign of financial repression

Sylvester Eijffinger, a Tilburg University professor and renowned international monetary policy expert said “financial repression is everywhere in the OECD” in a keynote address to the Fiduciary Investors Symposium in Amsterdam. Eijffinger says “the globalisation of monetary policy makes it very hard for emerging economies to shield themselves from these influences”. Eijffinger points to negative […]
Uncategorised posts

Hintze: people are
hungry for alpha

Interest rate risk is the biggest threat to portfolios and the chances of inflation are very high, according to Michael Hintze, founder and chief executive of CQS, who spoke at the AIMA Australia Hedge Fund Forum on September 10. Hintze believes there is a great deal of moral hazard in today’s markets, mostly in money […]
Uncategorised posts

Tapering talk poses tough questions

Talk of tapering sent markets into occasional spins this summer – with negative reactions even following positive economic signals at times. Should institutional investors be concerned though of a seemingly impending slowdown in quantitative easing? Opinions are split as to whether a potentially damaging crash is on the horizon or investors can largely dismiss the […]
Uncategorised posts

State Street’s Probyn into 2013

The current equity rally is not predicated on a shift in economic performance, according to chief economist at State Street, Chris Probyn, who says it would be reasonable to say the market may “pause for thought”. Probyn says the move from fixed income to equities has been fostered by some of the “economic areas for […]