Huw van Steenis

Sovereign wealth funds' recent acquisitions of stakes in listed financials may only be the beginning of a broader phase of investing in public equities, says Huw van Steenis, Head of EMEA Banks and Financials Research at Morgan Stanley. 

A US$100 Billion Supra-Sovereign Wealth Fund?
How Much Assets Could SWFs Farm Out?
 Global Economic Forum May 13, 2008 
Recoupling: More Likely Malign Than Benign
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Richard Berner ( New York)
Any global slowdown may involve an unappetizing combination of slower growth and high inflation, which spells malaise for risky assets. 
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The ‘Art’ Side of Monetary Policy
Global Economic Forum Archives
 Journal of Applied Corporate Finance Q3, 2007 
International Corporate Governance
This issue of the Journal of Applied Corporate Finance begins with a story celebrating the social virtues of free trade and economic growth. 
Journal of Applied Corporate Finance Archives
 Perspectives April 04, 2008 
Sovereign Wealth Funds and Chinese Financials
Huw van Steenis
Sovereign wealth funds' recent acquisitions of stakes in listed financials may only be the beginning of a broader phase of investing in public equities, says Huw van Steenis, Head of EMEA Banks and Financials Research at Morgan Stanley. 
A US$100 Billion Supra-Sovereign Wealth Fund?
How Much Assets Could SWFs Farm Out?
 Global Strategy Roundup  
Global Interest Rate Strategy: Fundamentals Trump Technicals
Own longer-dated volatility - sticking with our core view. Despite the recent flattening of the curve, we still like holding steepeners. We continue to position for rising inflation pressures and maintain our core view of owning longer-dated volatility. In our opinion, the key to profits in May will be to separate the technical unwind of safe-haven and short-covering trades from a proper fundamental evaluation of market risks at hand. 

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