Daily Archives: 08.02.10

Oliver's Insights – Shares hit a speed bump – 2004 all over again?

This note looks at the recent pullback in share markets. The key points are as follows: – Shares have fallen over the last weeks or son on the back of concerns about China’s tightening, the regulation of banks in the US, and sovereign risk. – This is consistent with out expectation for rougher and more…

Oliver's Insights – The blowout in public debt – how big an issue?

High sovereign debt levels are causing concerns in global financial markets. This notes looks at the key issues. The key points are as follows: – A global blowout in public debt has been a key outcome from the global financial crisis. Aging populations are also playing a role. – Debt crises in peripheral countries such…