Latest articles from Analysis & Opinion

Mitsubishi UFJ and Morgan Stanley figures

Mitsubishi UFJ-Morgan Stanley joint venture takes shape

December 1, 2011

Morgan Stanley's joint venture in Japan with Mitsubishi UFJ Group has been criticised by competitors as a concession to MUFG for its huge investment in the US bank at the height of the financial crisis. However, Jonathan Kindred, CEO of MSMS, one of the companies formed by the joint venture, is adamant that the long-term benefits of the move will prove the critics wrong.

Ricardo Martinelli, Panama president

Panama's president means business

December 1, 2011

With an economy on the rise and an influx of new foreign investment, Panama's businessman-turned-president Ricardo Martinelli is planning to push on with taking advantage of the country's location and expanding the Panama Canal, as more ships look to transport goods between the Atlantic and Pacific oceans. 

Goldman's team on the Con Hem deal

Goldman's variety pack helps Com Hem defy eurozone mayhem

December 1, 2011

Issuing in Europe in 2011 has been a hazardous task, but Com Hem's highly leveraged buyout bridge underwritten by joint mandated lead arranger Goldman Sachs managed to defy the odds, thanks in no small part to the diverse elements of the deal.

A new blueprint for funding global infrastructure

December 1, 2011

The Organisation for Economic Co-operation and Development may have found a new and much-needed source of infrastructure funding in pension funds, but the problem is far from solved, as governments still need to set up the framework to help them invest. 

Remedies for European deleveraging

December 1, 2011

European bank balance sheets are set to shrink, but bankers and regulators alike should think carefully about how to divest assets.

Multilatinas herald a new age of Latin American integration

November 1, 2011

Latin America's up-and-coming 'multilatinas' appear to be succeeding where many have previously failed: in achieving a form of unification across the region. However, if the financial sector is to emulate its business counterpart, the tricky task of reaching a broad regulatory consensus will be essential.

RBS taps into appetite for corporates

RBS taps into growing appetite for corporates

November 1, 2011

As investors flock to the perceived safer ground of corporates at the expense of sovereigns or financials, RBS has been busy successfully utilising the private placement markets in a $1bn deal for caterer Compass Group and the Swiss franc issuance market for utility provider GTS Suez. 

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Time to recognise the limits of monetary policy

November 1, 2011

While the financial crisis and its aftermath have been a humbling experience for the banking industry, there is a need for humility among central bankers, too.

Are banks experiencing a cyclical blip or an industry shift?

November 1, 2011

Are banks' depressed earnings the result of a temporary crisis or are they a new characteristic of an increasingly regulated industry?

Europe should focus on bank assets, not capital

October 27, 2011

Raising bank capital ratios is the wrong solution at the wrong time.

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