Insurers gear up for new charges

Sun, 30 Jan 2011 08:48:55 +0000

Solvency II rules could cause a sell-off of equities and corporate debt among European insurers. Instead they might be pushed into more local currency emerging market debt and supposedly risk-free sovereign debt. With $22,000bn in assets, what they do will move markets

Trouble still in our Goldilocks economy

Sun, 19 Dec 2010 13:31:41 +0000

The bond market may lose faith in US debt; the currency market may lose faith in the debased dollar but if neither of these things happen 2011 could look much like 2010: scary for those paying attention, but profitable for almost everyone with the nerve to stay invested, says James Mackintosh