Market commentary

They howled out for more

Mint - Blain's Morning Porridge When the band finished playing they howled out for more... For the avoidance of doubt – the Morning Porridge is unrestricted market commentary freely available to all qualified investors on an unsolicited basis. It is not investment advice… Let me apologise for...
State Street Comments on ECB monetary policy decision

In reaction to the European Central Bank (ECB) meeting today, Timothy Graf, Head of macro strategy for EMEA at State Street Global Markets, Brendan Lardner, active fixed income Portfolio Manager at State Street Global Advisors; and Antoine Lesné, Head of EMEA strategy & research for SPDR ETFs...
Determine winners in logistics sector

Technology, urbanization and globalization are the three factors that will continue to drive future returns in the logistics sector in Europe, according to a new research report from Savills Investment Management (Savills IM), the international real estate manager. These factors support two existing...
Outlooks 2018 looming large

Mint - Blain's Morning Porridge For the avoidance of doubt – the Morning Porridge is unrestricted market commentary freely available to all qualified investors on an unsolicited basis. It is not investment advice… I do apologise for the irregularity of the Morning Porridge this month –...
I want a yacht


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