Monthly Archives: October 2012
Don’t Sell Economic Stability to Buy Economic Growth, Warns Tomáš Sedláček
Tomáš Sedláček, chief macroeconomic strategist at CSOB Bank, believes that our problem is not lack of growth but too much of it. He stated, “It is like owning a car that explodes when it stops.” Read More
How to Find Elusive Happiness at Work
Alexander Kjerulf, chief happiness officer at Woohoo Inc., argues that happiness at work is not only good for employees but also good for profitability. He believes happiness is created by focusing on results, recognition, and relationships. Read More
Joachim Klement: How Personal Experience Can Determine Risk Preferences
Joachim Klement, chief investment officer at Wellershoff & Partners Ltd., believes individual experiences affect risk preferences and argues that investors need to recognise and account for this in portfolio management. Read More
Pankaj Ghemawat: Globalisation or Globaloney?
Professor Ghemawat of IESE Business School argues that most people overestimate the impact of globalisation, which he calls “globaloney”. Read More
Jan Straatman: You’re Building with the Wrong Blocks!
Jan Straatman, global CIO of Lombard Odier, believes that risk management at the portfolio level has been negligent, and a different approach with a new sense of urgency is needed to build more effective solutions. Read More
Robert Merton: A New Approach for Macrofinancial Risks
Nobel laureate Robert C. Merton challenged traditional models used by investors to measure sovereign and financial system credit risk and instead proposes an alternative framework. Read More
The Future of Private Wealth Management Is Digital
Scorpio Partners founder Sebastian Dovey believes the growth of private wealth business calls for a change in the traditional relationship model and that private bankers need to ask themselves, “How good is my digital strategy?” Read More
The Traditional Alternative: Why Investing Should Return to the Stone Age
Saker Nusseibeh questions the basics of today’s investment practice and draws parallels with medieval alchemists who sought to create wealth from nothing. Read More
Whither the Euro? Seeking Resolutions for the Eurozone
Unsurprisingly, a major theme of the Fifth Annual CFA Institute European Investment Conference was the prospect for the euro. While speakers put forward different arguments, ultimately it seems the resolution must come from choices made about the political economy. Read More
Nkosana Moyo: The Perceived Risks of Africa Create Investment Opportunities
The founder and executive chairman of the Mandela Institute for Development Studies (MINDS) believes perceived risks of investing in Africa are higher than the actual risks and that attractive investment opportunities can arise from the ‘negatives’ associated with Africa. Read More
