Author archive for
Bob Janjuah
[Bob and Kevin on AV] On short selling
Once again short selling is under attack, with CDS buyers now facing the same fear of attack as stock sellers experienced in 2008.
Seems to me that free markets are dead. Policy makers had no interest in ‘policing’ markets when credit and equity markets were in their rampant hey day,
[Bob and Kevin on AV] RBS’s HiPPo
Ross Walker is our chief UK Economist and he has developed a publication which, on a weekly basis, analyses the latest opinion polls in order to assess the likely outcome of the upcoming UK General Election.
[Bob and Kevin on AV] Sovereign limits
Whilst our wives may not always agree, the time Kevin and I spend on the road seeing clients together tends to be the most productive in terms of getting a handle on what the global investor community is ‘thinking’.