According to Edmond Sassine, co-founder with Pierrick Morier (ex-Credit Suisse Investment Bank) of Analyst Pool, a virtual investment bank staffed by freelancers, banks have started to outsource many front office functions, creating an opportunity for Solo Investment Banker.
The 26 and 27 October European Summit was followed by a spectacular rise in the Markets. Does this mark the historic turning point as some analysts would have us believe or is it simply some extra time won?
The two big macro themes that investors should keep in mind are those of deleveraging and rebalancing. There has been a ream of insight written about fiscal sustainability over the past three years, but the most important question lies in whether there will be an offsetting “relevering” of activity
Certainly it never ceases to write about the bank stress tests since it keeps getting more into banks; if proof were needed of the total lack of credibility of those made up to now
For investors in emerging markets, the positive dynamics in China, on the one hand, and the malaise in Europe, on the other, are causing perplexity.