Market Insights

Decorative pattern

Industry

How high can gold go? Just watch

Anyone buying into the thesis that gold represents an asset bubble about to burst should look at the balance sheet deterioration of the U.S. and Europe.

By Staff |October 10, 2011

3 min read

Decorative pattern

Industry

Emerging markets to retain growth advantage

The pace of economic activity in developed economies will be quite slow and uneven through 2012, while moderating output growth in the larger and faster-paced emerging economies is forecast to remain comparatively strong, according to a report from Scotia Economics.

By Staff |October 10, 2011

3 min read

Decorative pattern

Industry

End of the road for Goldman’s Global Alpha

In the early 1990s, a director in the asset management division at Goldman Sachs approached Clifford Asness (above), a trader of mortgage-backed securities in his late 20s, with a proposal: Would he like to run Goldman's new quantitative research desk?

By Joe Castaldo, Canadian Business |October 7, 2011

3 min read

Decorative pattern

Economic Indicators

Bond manager sees looming inflation

In the months following Lehman Brothers' implosion, investors stampeded into bonds, with U.S. Treasuries the issue of choice. Since then, market watchers have repeatedly warned of an impending slaughter, as interest rates would eventually have to rise. While that rise may be inevitable, it is not coming any time soon.

By Staff |October 7, 2011

3 min read