Become a client
Click here to find out more
Contact us
Click here to find out more
Daily Themes
An in-depth, impartial look at a topical theme from the financial markets.
2009
Daily Theme - 8th January 2009
Zero Bund
Daily Theme - 7th January 2009
Sector trends for 2009
Daily Theme - 6th January 2009
All eyes on lending
2008
Daily Theme - 18th December 2008
The Fed- so what's next?
Daily Theme - 17th December 2008
UK commercial property - outlook for 2009
Daily Theme - 16th December 2008
A cyclical look at high-beta assets
Daily Theme - 12th December 2008
Spotlight on corporate debt
Daily Theme - 11th December 2008
That deflated feeling
Daily Theme - 10th December 2008
Reverse yield gap
Daily Theme - 9th December 2008
Who will buy all the bonds?
Daily Theme - 5th December 2008
Recession - now it's official
Daily Theme - 4th December 2008
Monetary policy sub-zero
Daily Theme - 3rd December 2008
Cyclical sectors
Daily Theme - 2nd December 2008
Chinese Property
Daily Theme - 28th November 2008
What is driving yields lower?
Daily Theme - 27th November 2008
EPS- the regional differences
Daily Theme - 26th November 2008
So what does it take for the equity market to rally?
Daily Themes - 25th November 2008
The economic cycle - looking for the turn
Daily Theme - 21st November 2008
Earnings estimates - realistic at last?
Daily Theme - 20th November 2008
What the Fed is fighting
Daily Theme - 19th November 2008
Leaders and laggards
Daily Theme - 18th November 2008
Top TIPS
Daily Theme - 14th November 2008
Sovereign Wealth Funds: Down not out
Daily Theme - 13th November 2008
'Does this rally have legs?' - Evidence from the credit market
Daily Theme - 12th November 2008
Commodities - what super-cycle?
Daily Theme - 11th November 2008
European rates - decoupling's last stand
Daily Theme - 7th November 2008
How green is the downturn?
Daily Theme - 6th November 2008
Earnings scenarios
Daily Theme - 5th November 2008
Where now for Chimerica?
Daily Theme - 4th November 2008
US presidential election – removing the uncertainty
Daily Theme - 31st October 2008
Pricing emerging sovereign risk
Daily Theme - 30th October 2008
Valuation expectations
Daily Theme - 29th October 2008
FX markets driven by investors not speculators
Daily Theme - 28th October 2008
Lower rates and lower LIBORs
Daily Theme - 24th October 2008
Open season on earnings
Daily Theme - 23rd October 2008
Suprisingly, there are still some optimists out there
Daily Theme - 22nd October 2008
Equities on income support
Daily Theme - 21st October 2008
Lingering inflation paranoia
Daily Theme - 17th October 2008
Sentiment plumbs new lows
Daily Theme - 16th October 2008
The weakest linker?
Daily Theme - 15th October 2008
Fair value for property?
Daily Theme - 14th October 2008
Deleveraging in the long run
Daily Theme - 10th October 2008
Fighting depression
Daily Theme - 9th October 2008
Now the drugs don't work
Daily Theme - 8th October 2008
Political Markets
Daily Theme - 7th October 2008
UK rate cuts - what harm can they do now?
All Daily Themes were correct on the date they were published.
