PUBLICATIONS

Research

Below are a selection of Research Papers written ECU. This page is updated periodically as new papers are published.

The most recent papers appear at the top – scroll down for older papers.

   
Date: 25th February 2010 Read Article
Headline:
.		 Philip Manduca's speech to the Howe Robinson 9th Annual Speaker's Dinner, Anglo German Club, Hamburg
 
Click here to download the text from a speech given by Philip Manduca, ECU's Head of Investment, to a select audience of ship-owners and financiers in Hamburg on 24th February 2010.
   
    Read Article
Date: 8th January 2010
Headline:
.		 Year of the Swan
A review of 2009 and outlook for 2010. 2009’s ‘black swan’ event was that massive, co-ordinated G7 monetary reflation actually worked. Was that a black swan event or just a predictable white swan event? Read more...
   
   
Date: 15th December 2009 Read Article
Headline:
.		 Greece's Gordian Knot
Outlook for Greece into 2010. How will Greece untie the Gordian knot of unsustainable debt levels? Massive fiscal restraint and support from the rest of the eurozone seem the most likely answers. Read more...
   
   
Date: 17th November 2009 Read Article
Headline:
.		 Preparing to be revalued?
Shekel outlook into 2010 - if the Bank of Israel tightens policy in line with the economic recovery that is underway, the ILS will out-perform through 2010. Read more...
   
   
Date: 13th November 2009 Read Article
Headline:
.		 Alphabet Soup
Robust V-shaped recovery, W-shaped ‘double-dip’ with a bounce followed by renewed weakness or a long, shallow U-shaped period of under-performance? Worst of all, are we in for an Lshaped non-recovery (with stagnation following recession). It’s all alphabet soup. Read more...
 

 

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