Hints and tips:
...They want more information as private equity gets more pervasive as an investment option,” said David Larsen, an expert in private fund accounting at Kroll, the business intelligence provider....
...Jens Larsen of the Royal Bank of Canada asked why “mess around with it” when the inflation target had been successful in containing inflationary expectations....
...Richard Jeffrey, chief investment officer at Cazenove, was one of the 43 who predicted the eurozone would survive....
...Richard Jeffrey, Cazenove: House prices remain too high if interest rates are set to normalise....
...Jens Larsen, RBC Capital Markets: I think we will see a continuation of the relatively strong employment performance and relatively modest output growth....
...Richard Jeffrey, Cazenove: The impact of leaving the European Union would depend on what relationship the UK was able forge with its previous partners in the aftermath....
...Richard Jeffrey, Cazenove: While household spending should trend higher during 2012, the key to growth is likely to be fixed capital formation....
...Richard Jeffrey, Cazenove: The mistake, early on, was to raise VAT. However, current fiscal plans look sensible....
...Richard Jeffrey, Cazenove: Banks do need to hold more capital, but it is important that they are not forced into recapitalising too quickly; if it allowed to take place slowly, then there is a better chance...
...Jens Larsen, RBC Capital Markets: The last thing we need right now is a change in the monetary policy regime....
...Jens Larsen, of Royal Bank of Canada, said: “Unless house prices drop off significantly, we do not expect them to be a key driver of the economic outcomes.”...
...Jens Larsen, RBC Capital Markets: Credit easing is unlikely to be transformative....
...Jens Larsen, RBC Capital Markets: I think inflation is going fall less quickly than the MPC anticipates....
...The technological race for India and China’s growing markets among multinationals like Siemens and General Electric, and lesser known local companies like Larsen & Toubro, Bharat Heavy Electricals, Delta...
...Jens Larsen, RBC Capital Markets: At some point, we will get a rebound in productivity....
...Jens Larsen, RBC Capital Markets: One currency. The UK can’t really insulate itself very well at all, because of the strong trade and financial links....
...Richard Jeffrey, Cazenove: I believe we need to have a rethink with regard to supply-side policy....
...Jens Larsen, RBC Capital Markets: The question of whether the deficit reduction strategy is valid is really a moot question now....
...Jens Larsen, RBC Capital Markets: Very broadly speaking, 2012 is not going to be much better than 2011....
...Richard Jeffrey, Cazenove The government is likely to find it harder to control the fiscal deficit than its current forecasts imply....
...Jens Larsen, RBC Capital Markets House prices are likely to move sideways for some time....
...Richard Jeffrey, Cazenove To date, the financial markets have responded positively to the new government’s early intent to control the fiscal deficit....
...Richard Jeffrey, Cazenove The recovery in the UK economy looks to be significantly more fragile that the headline growth numbers might indicate....
...Richard Jeffrey, Cazenove The most important area of policy that needs addressing is the operation of monetary policy....
...Richard Jeffrey, Cazenove The Band of England’s and MPC’s record in forecasting inflation is poor....
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