Fareed Zakaria GPS – CNN 05-26-13

Salient to Investors: Fareed Zakaria said: The data is increasingly convincing that the Keynesians have been right, cutting spending in the kind of recession we have gone through will only hurt growth not help it. But spending on its own is not enough. For sustained growth in the long-term, countries

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What’s Lost When Shareholders Rule – Harvard Business Review 05-13-13

Salient to Investors: Colin Mayer at Harvard writes: British capitalism is the textbook description of how to organize capital markets and corporate sectors. Yet the performance of the British economy has been mediocre, with much of the population dissatisfied with economic and social conditions, large-scale manufacturing that has been decimated, decades of underinvestment

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Pound Slides Most in 6 Weeks Versus Dollar as Unemployment Rises – Bloomberg 04-17-13

Salient to Investors: Arne Rasmussen at Danske Bank said the outlook for the UK economy and the pound are bad and today’s jobs data is disappointing. Rasmussen says investors should not underestimate the possibility the BOE will act aggressively to support growth, and expects the pound to fall much further. Mike Amey

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Investors Farm English Land for Gains as BlackRock Sells – Bloomberg 03-08-13

Salient to Investors: Knight Frank said English rural land produced some of the best investment returns in Europe since 2007, appreciating by 51 percent versus a 19 percent rise got millionaires’ mansions in London and a loss for rest of the U.K. housing market. Tim Atkinson at J.H. Walter is not expecting an alteration in the

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Pound Slides to Lowest Since 2010 Versus Dollar on U.S. Payrolls – Bloomberg 03-08-13

Salient to Investors: Neil Jones at Mizuho Corporate Bank said people are looking to buy the dollar against the most vulnerable currencies, currently the pound and yen. Jones cited much uncertainty about the U.K. economic outlook. Scott Thiel at BlackRock  said it sold the Pound after the Bank of England left

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