The Brexit Vote Result Means Additional Headwinds ForJapanese Banks
The Brexit vote result is a clear negative for independent investment banks, and major banks with sizable crossborder transaction flows to a lesser...
457 Views
The Dark Side of Glocalization (Even if Investment Opportunities)
Last week in my notes I pointed to the investment world being upside down and there being too much risk to be fully invested.Let’s set aside...
173 Views
Brexit Vote Will Impact Asset Manager AUM Levels as Global Markets React to Economic Dislocation
With the United Kingdom voting narrowly June 23 to exit the European Union, there will be ramifications for not only the British pound but for the...
161 Views
Markets from Here-Uncertainty Is NOT Risk
Cameron has to take the fall as he took a huge strategic risk for partisan reasons, misreading the mood. The question is: do you as a business...
272 Views
Will Brexit Break EM's Back?
Against market expectations the British have voted to exit the European Union, a process that could take a few years. The first order impact is...
234 Views