All articles by John Plender – Page 2
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InsightLet’s hope global investors don’t look too closely at GB numbers
The condition of the economy looks little short of dire.
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InsightGermany is a safe haven — until time comes for another bailout
The movement of all markets continues to be heavily influenced by the evolution of the eurozone’s sovereign debt crisis.
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InsightChina’s property boom reminds me of Spain
On a recent trip to China, I found the evidence of a sagging property market overwhelming. Going from Beijing via Nanjing and Kunshan to Shanghai, I was reminded of the property boom and bust in Spain: empty apartment blocks and numerous too-big-to-finish projects.
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InsightSterling is being swizzled by double-dip recession
Who’s afraid of the double dip? Not the currency markets, whose response to the news that UK GDP had fallen by 0.2% in the first quarter of the year was to push sterling up to its highest level since August 2009.
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InsightUK confidence is justified but southern Europe could drag it down
The performance of the British economy last year was frankly depressing.
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InsightAnother property boom and bust is inevitable
There have been three serious financial crises in the course of my career, and all of them have been rooted in a boom-and-bust property cycle.
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InsightUK property lending further imperilled by globalisation’s retreat
Among the many drivers of this return to a more parochial world is the tightening of bank capital ratios in preparation for the Basel III capital regime
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InsightBuy equities in medium-to-long term to avoid gilt complex
At the moment it is important to remember that the yield basis is heavily distorted by central bank purchases, whether in direct form, as in quantitative easing, or in more convoluted form through a US Fed-style manipulation of the yield curve.
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InsightLondon offices’ safe haven status at risk in financial turmoil
The phrase “escape velocity” is one we will hear again and again this autumn. It refers to the point at which policy efforts to jump-start the economies of the US and Europe are seen to have produced a self-sustaining recovery
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InsightThe threat of a double-dip recession is back with a vengeance
This has been one of those holiday seasons where the markets will not allow anyone to relax fully on the beach
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InsightThe search for ‘risk parity’ has changed the way we invest
Diversification is one of the most powerful instruments in the investment toolkit
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InsightThe banks need London more than London needs the banks
The implications for the future of London as an international financial centre will be closely analysed
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InsightForget the benefits — portfolio diversification is just a fad
Property has been a notable beneficiary of portfolio diversification, which rests on the idea that investing in asset classes that are not closely correlated reduces risk
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Insight
Corporates are key to real estate’s role in 2011 recovery
Providing forecasts of economic growth is usually much easier than forecasting markets
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InsightSlow and steady property sector will win investment race
The US and UK are in much the same economic bind: excessive household debt, weak public sector balance sheets and fragile recovery. Does it follow, then, that the Bank of England will emulate the Federal Reserve in resorting to a further round of quantitative easing?
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Insight
Financial view: John Plender
Residential has performed well, but don’t bet your pension on it
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Insight
Financial view: John Plender
Corporate sector an easy target as economic decisions get political
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