Bill Blain

Why inflation is set to make a comeback

It's been a long, hot September, and global activity remains muted. The Fed has put tightening on Ice with the…

It’s a Mad, Mad, Mad, Mad World

If you want to figure out what’s likely to happen in the next eight months, a good start is to…

Portfolio Positioning for 2016

As seen in the January edition of Master Investor Magazine. “My global outlook for 2016 is for broadly steady but…

US interest hike in September? Really?

As featured in this month's Master Investor Magazine. A few lifetimes ago, in early August, the editor asked me to…

Mario Draghi Explains The Greek Bailout

“It is excellent to have a giants strength, but it is tyrannous to use it like a giant...” Somewhere in…

Welcome to the End of The Trading Era – The Completion Backwards Principal

Over the last few weeks we’ve seen some pretty extraordinary moves in the bond markets. We’ve seen bonds trade over…

European Banks – Time for some Creative Destruction?

By Bill Blain - Strategist at Mint Partners Well placed rumours say a number of large European banks are about…