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News
  • Darling scores victory of head over heart - 6 Aug 2014

    Last night’s live Scottish independence debate in Glasgow saw arguments of the head triumph over those of the heart.

  • Pensions for the People's Republic - OMFIF meets Xie Xuren - 23 Jul 2014

    National Social Security Fund, the biggest institutional investor in China's pension sector, is building reserves for an ageing population.

  • GPI launch in Hong Kong - Asian investors in the lead - 17 Jul 2014

    Asia-Pacific investors are in the lead in worldwide rankings of official sector asset holders, according to OMFIF's Global Public Investor report.

Darling scores victory of head over heart  (1)

With just over six weeks to go until the September 18 referendum, the Scottish independence campaign entered the last lap as Alastair Darling and Alex Salmond went head-to-head over key issues facing voters in a live STV-hosted debate.

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  • China's National Social Security Fund

    Xie Xuren, former Finance Minister of China and head of the National Social Security Fund, met with David Marsh in Beijing. Under discussion were developments in the global economy affecting pension funds, best practices in pension fund management, and NSSF's opportunities for performance benchmarking against other global public investors.

    Hong Kong GPI Launch

    In its comprehensive survey of $29.1tn of investments held by 400 public sector institutions, OMFIF tracks the efforts of central banks to diversify their holdings. Speakers at the launch at the British Consulate in Hong Kong included Consul General Caroline Wilson, Christian Gaertner of DZ Bank and David Marsh.

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    Commentary

    • The consequences of Europe’s growth drought

      by David Marsh | Mon 18 Aug 2014

      For the third year in a row, the seemingly perpetually sickly European economy appears to be heading for a nasty case of déjà vu. A prime witness is the hapless Olli Rehn, formerly in charge of economic and monetary affairs in the outgoing European Commission.

      MARKET: Europe

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    • Bout of summer sickness for German economy

      by David Marsh | Mon 11 Aug 2014

      With economic forecasts being downgraded and geopolitical concerns increasing, the German economy is suffering a bout of summer influenza which is affecting business and consumer sentiments as industrial production and other figures show a downwards trend. A heated-up debate may follow on whether the European Central Bank (ECB) should turn to quantitative easing (QE) as a remedy. Yet it is clear that ECB President Mario Draghi has no weapons of mass expansion to hand.

      MARKET: Europe

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    • Weidmann shaping up for ECB position

      by David Marsh | Wed 6 Aug 2014

      A German’s ascent to the summit of European central banking would be controversial but Jens Weidmann appears to be shaping up well as the potential next head of the European Central Bank. As a realist with a penchant for soft-speaking diplomacy, Weidmann would guarantee Germany’s commitment to issues crucial to EMU’s success and survival.

      MARKET: Europe

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    • Argentina’s debt wrangle: politics triumphs over economics

      by David Smith | Mon 4 Aug 2014

      Caught between default and denial, Argentina has gone into rhetorical overdrive against its creditors and put domestic political considerations ahead of its financial reputation and economic credibility. The so-called ‘technical’ default risks economic contraction, deepening the country’s recession. But the story is not over: the two sides on the debt drama will have to act.

      MARKET: Latin America

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    CHART OF THE WEEK

    Empire State survey of manufacturing

    by Gabriel Stein

    US manufacturing outlook remains decent

    Empire State survey of manufacturing

    Italian trend output growth

    by Gabriel Stein

    Recessions are normal for Italy.

    Italian trend output growth

    Chinese interbank rates

    by Gabriel Stein

    People's Bank of China (PBoC) gives with one hand, takes with the other.

    Chinese interbank rates - 4.8.14 (1)

    German Ifo business climate index

    by Gabriel Stein

    German business confidence signals weaker activity – or sanction fears.

    German Ifo business climate index
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    Advisory Board Poll

    Panellists split on the renminbi exchange rate

    2 Apr 2014: Members of the Advisory Board were asked whether in 12 months the renminbi will strengthen, weaken or remain the same against the dollar, after the People's Bank of China deliberately pushed the renminbi lower.

    Panellists split on the renminbi exchange rate
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