Insights

For those of you old enough to recall this line from SNL (nearly thirty years old, I'm afraid), the first sentence in the linked article will likely bring a chuckle: "France is ready to cede sovereignty to its European partners…" Though the country is not in any real fiscal trouble, European Affairs Minister Bernard Cazeneuve felt confident enough to make this statement implying France is ready to report to a council of some sort, run by all 17 members of the euro zone.

1. UK lawmakers set up inquiry on LIBOR issue. Early next week, a showdown between a Bank of England and a Barclays official will ensue.The question on hand is: Did the Bank of England encourage Barclays to submit artificially low rates in the LIBOR rate-setting process? Recall during the height of the crisis how worried everyone was about the banking industry? This does not seem so implausible.

Our inaugural interview in our video series, The Exit Interview, sheds light on the valuations process - an important step in preparing for an IPO. Listen to Joe Morgan, Chief Investment Officer of SVB Asset Management, and Will Bowmer of Barclays discuss what makes a successful IPO...

Robert Guest, The Economist’s Business Editor, discusses his key business and economic findings from his book Borderless Economics: Chinese Sea Turtles, Indian Fridges and the New Fruits of Global Capitalism in this video interview with Joe Morgan, Chief Investment Officer of SVB Asset Management...

The Brazen Dozen is a list of events that I believe have a 40 percent probability of occurring during the year. These events skirt the outposts of probability. The objective is to think outside the box with regard to economic, market, and political activity so that we may better prepare for the 100-year floods that seem to occur so frequently.

Tugs of war are occurring all around us and the resultinguncertainty is driving investor and consumer behavior. Read our analysis of thecompelling trends that  will affect investor and consumer behavior in thecoming year.

The Brazen Dozen is a list of twelve events that I believe have a 40 percent probability of occurring during the year. These events skirt the outposts of probability.