Why German bonds are no ‘big short’ By George Magnus Posted on August 9, 2013September 2, 2013 In Europe + UK bonds, Euro 0 First published: Financial Times, 26/06/2012German bond yields have proven to be a far more sensitive indicator of stress in the euro-system than the euro itself.Continue reading...
Emerging Market Uprising: What it Means for Investors By George Magnus Posted on August 8, 2013September 2, 2013 In Emerging Markets ageing societies, asset allocation committee 0 First published: The Boeckh Investment Letter Volume 2.16, 25/10/2010Is this the emerging markets (EM) century?Continue reading...