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European bank stocks: Time to buy, or bail?

19 August 2014

Key themes:

USD 33bn investment from the U.S. is just a start, says KPMG

14 August 2014

Success of European, Indian and Chinese investment has woken a sleeping giant.

On track to “normal”

14 August 2014

Marriott, the Income Specialists, looks at the current state of the investment environment and offers suggestions on investment options.

Watch for risk hidden in offshore returns, warns RECM

13 August 2014

The significant weakening of the rand against major currencies over the past two years has been a big driver of returns for South African investors invested offshore, and may even have masked poor investment allocation. Now that the rand is close to fair value, the performance of the underlying offshore assets will be far more important for future returns. Further, with international markets now looking expensive, offshore exposure should be carefully managed.

quick poll

Question

Do you think short-term insurance broking will survive the AI plus humanoid robotics age?

Answer

Human first always Not a chance Possibly maybe Yes, but reimagined

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