Evercore Pan Asset

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• > 2012 (39)
  • > May (6)
    • China can go for growth
    • Another bit of European fudge?
    • Waiting for more money printing
    • Voters reject austerity but austerity remains the policy
    • Was that it?
    • All change in Euroland?
  • > April (7)
    • The Pain in Spain
    • More Political Risk in the Eurozone
    • Things are changing on either side of the English Channel
    • Will the IMF bail out Spain and the Euro?
    • The UK and Spain: two different approaches to the post Credit Crunch World
    • The Euro can change governments
    • Is the UK set fair for recovery?
  • > March (9)
    • We are watching Spain more than Italy today
    • The European banking crisis
    • Budget 2012
    • Figuring the UK budget
    • 100 year money
    • Keeping costs down
    • The Greek crisis claims more victims
    • Slower growth, oil and Euros
    • The European Central Bank keeps the money rolling
  • > February (8)
    • Carry on printing
    • Losses as you shrink
    • A bear in the China shop
    • Are the Eurozone woes easing?
    • Trustee responsibilities
    • Easy money
    • Loads of money fights recession fears
    • What could go wrong?
  • > January (9)
    • 2012 prospects
    • Dealing with a debt crisis is a long slog
    • Lucky finds?
    • Go east for growth and good value
    • Are UK prospects improving?
    • Savers deserve a better income - try Pan Defensive
    • More pension distress
    • Continuing Euro problems, whilst the rest of the world gets a little better
    • Happy New Year to all our clients and readers
• > 2011 (109)
  • > December (10)
    • Welcome to 2012
    • China is a big economy that should be in every growth portfolio
    • How much difference does Euro 490 billion make?
    • 2012 Forecast
    • It’s not all gloom
    • Euro break-up brings gains for UK banks as well as losses
    • They didn't even save the Euro
    • The German surplus
    • Going for growth?
    • Down and up in the markets
  • > November (10)
    • Loads of red ink brings more realistic forecasts
    • Autumn Statement
    • Whose word is my bond?
    • At least the last G20 did not try to save the world
    • Currency unions come and go
    • The OECD forecasts all is well
    • Spinning for stability in Euroland
    • How is the UK deficit reduction programme going?
    • Still no relief for the Euro crisis
    • EU Crisis as intractable as ever
  • > October (9)
    • Better news and a rally
    • Difficult times – with a glimmer of light in the East?
    • The Euro crisis rolls on
    • Cheap markets?
    • Can the G20 save the world?
    • The Euro crisis infects world markets
    • Is this the worst crisis ever?
    • What is the UK doing?
    • Cheap markets?
  • > September (10)
    • Good news and bad news for the Euro area
    • European banks freeze as sovereign debt weakens
    • Will quantitative easing help the UK?
    • The IMF's doom
    • Lessons from Japan
    • Why hasn't the UK fiscal stimulus worked?
    • Is Germany losing the will to keep the Euro together?
    • "Growth and the banks"
    • Safe havens and low yields
    • The problems with government debt
  • > August (10)
    • What a week!
    • When in a hole, should you keep printing?
    • What the crisis means for my pension fund
    • Debt, deficits and growth
    • The west is awash with debt
    • The UK has growth problems according to the Bank and the OBR
    • 2011 is a year of little return
    • The contagion spreads - this is more serious
    • Should we sell all our investments?
    • My kind of funds
  • > July (9)
    • Slow growth and a squeezed private sector
    • Complexity can add cost and risk – Keep it Simple!
    • Relief not victory for the Euro
    • Paying for old age
    • More Euro worries
    • Prudence or growth? - that is the UK question
    • The world is still highly geared
    • Waiting for the Euro Crisis
    • Greek troubles
  • > June (8)
    • East and west struggle
    • The world is slowing
    • Does the UK need a Plan B?
    • The continuing tale of two squeezes
    • Euro options
    • Strains inside the Euro and sterling
    • The UK strategy for tackling the deficit
    • How could the IMF help Euroland?
  • > May (9)
    • The debt battles
    • The long shadows of the Credit Crunch
    • The risks of deficit cutting
    • A tale of one city and one country
    • The war on terror and the war against the deficit
    • Managed futures
    • Carry on China
    • Bitter sweet commodity price falls
    • More borrowing does not solve a debt crisis
  • > April (9)
    • Why the UK needs to grow
    • Banking on a better future
    • What should I hold in my portfolio?
    • It all looks too good
    • There are ETFs and ETFs
    • Are bonds still low risk investments?
    • Do bail outs work?
    • A budget for the squeeze
    • A roller coaster first quarter
  • > March (9)
    • Earthquake, flood and revolution
    • A budget for more spending and borrowing
    • Oil Watch
    • UK Budget
    • Rising prices and rising interest rates
    • Interest rates and sovereign risk
    • Two Worlds – One Market?
    • How bad can it get?
    • Watch out for inflation
  • > February (8)
    • From boom to gloom
    • Euroland settles down for the EU semester
    • A two-speed world
    • The going gets tougher
    • A bad winter
    • It’s the banks, stupid
    • Dear food and weak governments
    • Banks and Sovereigns need each other
  • > January (8)
    • What is a Balanced fund?
    • Inflationary Fears
    • Inflation
    • 2011 brings opportunities...and risks
    • Is there an alternative?
    • Should we diversify?
    • 2011 will bring more Euro crisis
    • China grows and grows
• > 2010 (105)
  • > December (9)
    • What do we know about 2011?
    • Farewell 2010 - you were not such bad year
    • Now back on net
    • Banking woes
    • The State of the UK Economy
    • No more bail outs?
    • Now it's the governments' turn to pay
    • The Seismic Shift to the East
    • Euro strains
  • > November (9)
    • More Euro­ misery
    • Do bailouts work?
    • Is a sovereign's word his bond?
    • The Euro crisis phase 2
    • Blowing bubbles
    • Cross words over currencies
    • Emerging gold rush?
    • Carry on printing
    • Cutting pension deficits?
  • > October (9)
    • Why is the investment industry so distrusted?
    • QE II floated both sides of the Atlantic
    • Growth and deficits
    • Pension problems
    • Waiting for public spending
    • Worlds apart
    • IMF’s dreams and realities
    • East West divide
    • Followers of Big Picture investing
  • > September (9)
    • Are banks safe in our time?
    • Easy does it
    • Markets can be exciting enough without gearing the bet
    • The protectionist race to the bottom
    • Does the market have a view?
    • Unsteady outlook requires a balanced approach
    • How solid are bricks and mortar?
    • All aboard the slow train
    • They can both be right
  • > August (8)
    • Are shares cheap?
    • A fashionable classic
    • All change for IFAs? The Retail Distribution Review and Investment management
    • What happened to the cult of Western equity?
    • Choppy water and wobbles
    • Fees and charges can damage your wealth
    • Changing country sizes
    • Brand Values
  • > July (9)
    • ETFs three years on
    • A passage to India
    • China and Japan - a new and an old tiger
    • The cult of the equity
    • Which world are we investing in?
    • Mind the banks
    • The future lies in the east
    • Don't overdo the gloom
    • Market misery
  • > June (11)
    • Go east for growth
    • Recovery worries
    • UK budget
    • The tectonic plates of the world economy shift
    • It's an inflationary world
    • Double dip woes
    • Slower UK growth ahead
    • Western shares suitable investments for charities and pension funds?
    • Unhappy markets
    • Where are we?
    • Dividend strains?
  • > May (8)
    • Market Turmoil
    • The next phase of the banking and debt crisis
    • Market Convulsions
    • Maydays
    • Austerity Europe
    • Sovereign debt crisis postponed
    • European politics alarms markets
    • UK economic problems in focus as election approaches
  • > April (8)
    • The Greek Euro crisis
    • The head in the sand election
    • Things that can go wrong
    • Profits turn to ashes
    • Enjoy the recovery whilst you can
    • Weak currencies and over-borrowed sovereigns
    • Greek dramas
    • Public spending conundrum must be solved whoever wins the election
  • > March (9)
    • Mending the banks is part of the solution
    • Little change from the UK budget
    • Asia and the old world - a tale of two halves
    • Pacific shift - go east with your savings?
    • Renminbi wars
    • Keeping it Simple with ETFs
    • Look hard at income and income growth
    • What does an investor want?
    • Don't worry if you missed the gilt auction - there'll be more
  • > February (8)
    • Growing doubts?
    • City Blues?
    • Reasons to be nervous
    • The crucial decisions investors and trustees make without realising
    • Is Greece a Trojan horse for the debt crisis?
    • Euro angst
    • The rolling government debt crisis
    • Fiscal discipline needed to avoid Greek tragedy
  • > January (8)
    • A Divided World
    • Will the US President sink the bull market?
    • The immutable rise of the BRICs
    • China wobbles
    • Squeezing banks will mean squeezing lending
    • Entrepreneurs on strike
    • A world of two halves
    • The trend is not over yet
• > 2009 (107)
  • > December (12)
    • 2010 - Pacific Shift and debt hangover
    • How were the noughties in the UK?
    • That was the year that was
    • Happy Christmas to you all
    • Tilting at windmills or investing in them?
    • Here are the results of the Copenhagen jury...
    • Keeping it simple - beware rising UK interest rates
    • Weak budget policy will drive up interest rates
    • The US and the UK are up the same creek - but the US has a paddle
    • Sell gilts while the Bank is still buying
    • Charity Gala Concert
    • Can you trust Sovereigns?
  • > November (8)
    • Sovereign Risk
    • Increased political risk in UK markets as polls narrow
    • Complex funds can bring complex risks - we avoid them
    • Taking an alternative approach
    • Foretelling the Future
    • Ethical investing revisited- the complications
    • Further stimulus prolongs opportunity to exit Gilts
    • The costs of investing
  • > October (9)
    • Heading for choppier waters
    • The UK remains in the banking doldrums
    • The Way of the Future - "Big Picture Investing"
    • Bonus hopes disguise mixed outlook for UK property
    • Is the only way up?
    • Asset fire sale won't extinguish UK debt problem
    • Tough rules for banks and tough choices for Government
    • Markets fear the squeeze
    • Easy money won't last forever - potential problems lie ahead
  • > September (9)
    • How to make defeat look like victory
    • The True Cost of Investing?
    • Beware the Banks
    • UK government bonds still vulnerable
    • Enjoy it while it lasts
    • Easy money and broken banks
    • Risk appetites - how hungry are you?
    • Easy money matters more than bankers' bonuses
    • The UK's debt overhang will hamper recovery
  • > August (8)
    • How to manage the Multi Managers?
    • Don't forget income
    • Carry on borrowing
    • Keep it simple
    • Go East
    • Markets run ahead of reality
    • The Quantitative Easing Share Boom
    • Riding the crest of the QE wave
  • > July (9)
    • Reviewing "The Big Picture"
    • The pain of pensions
    • 'Big Picture' investing
    • Markets are more sanguine but the UK's problems remain
    • Things are not all they seem
    • The western crisis is deep and long
    • To ease or not to ease, that is the question.
    • The summer doldrums
    • A new regulatory system?
  • > June (9)
    • UK assets remain disadvantaged
    • How to end extraordinary policies
    • Is inflation still a problem?
    • Government bonds are still unattractive
    • Second thoughts make investors hesitate
    • UK property through the worst but credit and tenant pressures remain
    • Inflation outlook distorted by Quantitative Easing
    • Less credit equals lower growth
    • Look East for investment returns and stronger currencies
  • > May (9)
    • All aboard for quantitative easing?
    • To Index or not to Index. That is the question.
    • UK debt burden may be even higher than reported
    • Where next for the markets?
    • Do you need to own government bonds?
    • How to manage a pension fund
    • QE and low rates raise the mood
    • Heavy weather now, but sunshine later on
    • Commodities still look good for the long-term
  • > April (8)
    • Pandemic fears may create a buying opportunity
    • Budget confirms a dismal outlook for the UK
    • Few surprises to come from the Budget
    • Asset allocation needs to involve commonsense
    • UK property still vulnerable
    • The MPC - What comes after the rate cuts?
    • The post-G20 reality check...
    • After the G20
  • > March (8)
    • The True Cost of Investing?
    • A good time to switch from UK equities
    • Where does reflation leave Euroland?
    • Are UK equities the natural asset for pension and charitable funds?
    • Too big to bank?
    • Another grim week
    • Bear Market Blues
    • Why isn't it working?
  • > February (8)
    • Will the Euro survive?
    • The Honeymoon is Over
    • Travelling through the recession
    • Ethical investing is complicated
    • "We will do whatever it takes to turn the Economy around"
    • A Tale of Two Banks
    • Some Home Truths about the Credit Crunch
    • It's the banks, stupid
  • > January (10)
    • Four Different Views on the Credit Crunch
    • Strains within Euroland, but Sterling weakness should be positive for the UK
    • Banking in the doldrums
    • Still bad news for UK Assets
    • We are living through two crises
    • A frightening deterioration in the UK economy
    • Is cash still King?
    • The Bond Bubble?
    • Another Bank Package
    • ETF winners and losers in 2008 and prospects for 2009
• > 2008 (34)
  • > December (8)
    • Can we avoid another bubble?
    • What price cash?
    • The next bubble - government borrowing
    • Why aren't banks lending more?
    • Senators' auto accident highlights risks in US real economy
    • UK banks in a costly government debt Merry-go-round
    • Falling pound, falling interest rates, growing recession
    • Rate cuts will damage Sterling if spending is not reduced
  • > November (9)
    • Where next for equity markets?
    • UK outlook is still relatively unattractive
    • When will the banking crisis end?
    • What's the point of a nationalised bank?
    • Still a bear market?
    • Wake up and smell the coffee - the UK doesnt need more public sector debt
    • Fighting Recession
    • It's time to review the banking crisis
    • Western economies falter - look outside the UK for growth
  • > October (8)
    • More bank losses to come - still risks in the UK
    • For more banking lending, a clearer message is needed
    • The financial crisis eases but problems remain
    • It's the recession we can't afford
    • Will bank support package mark a turning point
    • Recession fears grip market
    • Another bruising day in financial markets
    • From Wall Street to Main Street
  • > September (9)
    • The world financial crisis - its not just a US problem
    • Buddy can you spare dollar700bn
    • The Devil is in the detail of the US recovery plan
    • Further US Treasury support shores up the market - for now at least
    • The US Authorities and the Credit Crunch
    • Freddie Mac and Fannie Mae bail out
    • The US Cavalry to the rescue
    • That sinking feeling
    • When does devaluation become a Sterling crisis