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Silvercrest's Economic Review & Investment Strategy: 2012/1

Silvercrest shares with you their outlooks and Investment Strategy for 2012

Close to the markets, close to its clients

In these times of turbulent markets, Callander Managers wanted to share with you the vision of its managers located in the main financial centers and the implications on the management of the Callander Fund.

Security, a sector that offers higher return than traditional markets

Interview with Roland Duss manager of the Callander Fund - Global Security

No end to the Greek tragedy?

Will the tragedy surrounding Greece’s public finances never end? Does this worry you, too? While “never” may be overstating the situation, one thing can be safely said to raise the general level of anxiety: it is going to continue for quite a...

A journey around a dysfunctional world

The tsunami/nuclear meltdown in Japan and the unfolding events in the Middle East highlight the physical and emotional devastation that frequently appear on the global stage uninvited and unwelcomed.

A new growth model for Eastern and South-Eastern Europe

The full-blown credit crisis of the year 2008 has left deep scars in the equity markets of Eastern and South-Eastern Europe. None of the other Emerging Markets was hit as massively in 2008 as the East and South-East European region.

Silvercrest's Economic Review & Investment Strategy: 2011/I

As the U.S. economy progresses from recovery to expansion, a sense of complacency appears to be setting in which contrasts with the acute urgency felt as the Great Recession unfolded.

Imagine they give a (currency) war – and Europe will not come...

Over the past weeks and months, the main focus of the financial press has been on currencies. The emotional manner in which this theme is addressed is reflected, among other things, by the fact that there has frequently even been talk of a currency...

Eastern Europe: the ugly duckling?

The number of equity investors who will retain fond memories of the decade that is about to end in a couple of months will be minuscule. Of the major western markets, the euro area is the only one that may post a gain. For the period from 31 December...

Government bonds - bubble or safe haven?

Are the major economies going to take another dip into recession in the quarters ahead or will they just be growing at a slower pace? This is the big question currently facing markets and companies.

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