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

Posted in Archives, Economics | Tagged , , , | 3 Comments

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

Posted in Archives, Leadership, Management & Communication Skills | Tagged , , | Leave a comment

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

Posted in Archives, Behavioral Finance, Portfolio Management | Tagged , , | Leave a comment

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

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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

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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

Posted in Archives, Derivatives, Economics, Fixed Income | Tagged , , , , | 1 Comment

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

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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

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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

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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

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