LR European

Key Areas of Business Growth Coming Out of This Recession

Great subject, but doesn't calling gilts "guilts" (twice) rather undermine confidence in the depth of research here...

Credit Crisis Watch: Some Positive Developments

Excellent review of the major credit metrics. Thank you.

Rolex18, what is that all about? Maybe you were hoping to read an article about something else altogether? FWIW, my own view is that buying TIPS right now would be one of the highest risk strategies. We are sliding into deflation, not inflation. Money is being lost faster than it being created. Yes, we all know that government spending on this scale (let alone potential quantitative easing) is inflationary. We also know that governments must be (desperately) hoping for inflation to erode their debt burden. What we don't know is when. We could follow a variant of the Japanese template with an extended deflationary environment for many years.... I do agree, though, that in this situation, keeping investment thinking short term is appropriate.