Chris Dillow

No market for old men The old advice that younger investors should allocate more of their assets to shares than older ones is wrong in many cases ...
20 February 2012

Blogged: the consensus among policy-makers is that weak growth is only a temporary problem. This is questionable http://t.co/jYFyR4Yl

16 hours ago

About Chris Dillow

Incisive economic commentary plus thoughts on investor behaviour

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Recent articles

ECB boosts shares, but for how long?

22 February 2012

Long-term refinancing is not solving the fundamental problem of weak bank balance sheets

LTROs don't solve the problem that banks' capital bases might not be strong enough to absorb losses on southern European bonds
What to do if Greece leaves the euro

22 February 2012

Despite yesterday's deal, markets still think Greece will be forced out. Here's what to expect when that happens

'If Greece leaves the euro, holders of Greek debt that gets redenominated into drachmas would see a 40-50 per cent loss on their holdings'
What to do if Greece quits the eurozone

21 February 2012

Despite yesterday's deal, markets still think Greece will be forced out. Here's what to expect when that happens

'If Greece leaves the euro, holders of Greek debt that gets redenominated into drachmas would see a 40-50 per cent loss on their holdings'
The Fed and emerging markets

21 February 2012

Persistently low US interest rates could cause a bubble in emerging market shares

'Even at these apparently high prices, there is upside risk as well as downside risk to emerging markets. We should not ignore the power of cheap money'
A creditless recovery?

20 February 2012

Manufacturing seems to be recovering even though firms are repaying debt. It's possible - but only possible - that this can continue.

Firms have accumulated cash because they haven’t seen good investment opportunities; why should this change soon?