Can Financial Markets Put a Price on Central Bank Independence?
Central bank independence can sound like a constitutional or political question. For financial markets, however, it has a much more practical significance.
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Rising National Debt Is Changing the Investment Landscape
Government debt is usually discussed as a question of public finances. How much is a country borrowing? How large is its deficit? And at what point does its debt become difficult to sustain?
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In Conversation with John Gunn: Relationships, Regulation and the Changing Shape of Global Markets
When we last interviewed John Gunn, Chairman and Founder of Global Investment Strategy, he reflected on a career that began shortly before Black Monday in 1987 and on the principles behind the creation of GIS.
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Why Does Patient Capital Find It So Difficult to Be Patient?
Long-term investors may measure their horizons in decades, but performance can be measured every day. Could the way investment success is evaluated encourage shorter-term behaviour?
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Do Longer Trading Hours Create Better Markets?
Financial markets have spent decades becoming faster, cheaper and more accessible. The next frontier appears to be time itself.
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Can Markets Function Without Uncertainty?
For most investors, uncertainty is something to be reduced wherever possible. Research seeks to answer unanswered questions, financial models forecast future outcomes, and risk management aims to minimise unexpected events. Greater certainty is generally viewed as a positive.
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Does Faster Settlement Really Mean Less Risk?
For most investors, the point at which a securities trade settles attracts little attention. The investment decision appears to be complete when the order is executed, and the price is displayed in the confirmation. Behind that transaction, however, cash and securities still have to move between asset managers, brokers, custodians, clearing houses and central securities depositories.
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Introducing the New Global Investment Strategy UK Website
When work began on the new Global Investment Strategy UK website, one question kept coming up: what should someone understand about us before they read about a single service?
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Who Tests the Investment Case Between Earnings Reports?
After more than a decade of ultra-low interest rates, investors are increasingly asking whether capital has entered a fundamentally different era, and what that means for markets, businesses and long-term investment decisions.
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What Happens When Central Banks Stop Giving Markets Clues?
For much of the past two decades, investors have become accustomed to central banks communicating with unprecedented transparency.
