German Stock Ownership Highest Since 2007 as Yields Fall – Bloomberg 09-07-12

Salient to Investors: More Germans have bought equities the most in five years due to inflation rising and less security and stability in bonds because of concerns surrounding Portugal, Italy, Greece and Spain – Germans traditionally loved government bonds. Share ownership declined almost every year in the decade through 2011. Economist forecasts compiled by Bloomberg predict

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London Luxury Homebuilding to Jump 70% on Foreigner Cash – Bloomberg 09-03-12

Salient to Investors: EC Harris estimates luxury home builders will complete more than 15,000 houses and apartments in London over the next decade on overseas demand; says the pipeline is unprecedented. Knight Frank say home prices in London’s most expensive areas are up 49 percent since the March 2009 low, up 14 percent from the previous peak in

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Fareed Zakaria GPS – CNN 07-15-12

Salient to Investors: Over the last two decades, US recoveries have been slow and jobless, In every recession from 1948-1990, jobs came back to pre-recession levels an average six months after the economy returned to its pre-recession level. In the 1990s, jobs came back 15 months later, and since 2001, 39 months later. McKinsey

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Funds Lured by Greek Home Loan Debt Paying 22%: Mortgages – Bloomberg 06-15-12

Salient to Investors: Hedge funds and distressed debt funds are buying Greek mortgage bonds as mutual funds and banks have to sell because of credit downgrades, in a bet the bonds will rebound if Greece stays in the euro. JPMorgan said initially assigned top credits pay 22 percentage points more than benchmark rates, more

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Hedge Funds Get Squeezed in Mayfair as Offices Become Homes – Bloomberg 06-08-12

Salient to Investors: Offices are being converted into residences on surging foreign demand for luxury homes in central London, partly fueled by limited financing for new development and permit restrictions on high-rise projects. Luxury-home prices in London are estimated to be up 37 percent in the past 5 years Prime office vacancies in

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