Category Archives: Archives
Investment Professionals: How Socially Useful Are You?
To restore trust, private wealth managers must step out of the shadows, demonstrate value, and prove their relevance not only to clients but also to society at large, says Newton Investment Management CEO Helena Morrissey. Read More
Fear of Investing in Africa Is Losing You Money
Africa has 15% of the world’s population but controls less than 3% of global GDP. A trio of investment pros make the case that as Africa catches up opportunities will abound for investors. Read More
Three Decades of Financial Engineering by Central Bankers Have Yielded “Age of Financialization”
Credit inflation and devalued money have fostered short-termism and a growth obsession that have overshadowed attributes like patience and thrift, says Edelweiss Holdings’ Dylan Grice. Read More
Currency War III: How Will It Play Out?
James Rickards says we are in the midst of the third currency war since the 1920s, triggered by central bank efforts to pull the world economy out of a structural depression. Read More
J.P. Morgan Strategist: World More Balanced Despite Policymaker Actions, Not Because of Them
The route to recovery in Europe is so long that there will be plenty of growth opportunities to be captured by investors along the way, says David Kelly, CFA. Read More
ECB’s Yves Mersch: Newfound Calm in European Markets Reflects Credibility of Reform Effort
In the closing keynote address, Mersch sought to explain how recent policy initiatives have addressed problems brought about by the original design flaws of European monetary union (EMU). Read More
The Fallibility of Efficient Markets Theory
Paul Woolley, a senior fellow at the London School of Economic and Political Science, neatly made the case that it’s long past time for professional investors to set aside the Efficient Market Hypothesis as the basis of most asset management strategies. Read More
Prospects for the Eurozone: It Won’t Be Germany to the Rescue
Kai Konrad painted a picture of troubled states increasingly doubtful of the EU, warning “don’t expect much from Germany.” Read More
Survey: CFA Institute Members Concerned about Changing Monetary Policy
Central bank intervention and its effects on financial markets were topics of major concern for the financial professionals who responded to the survey conducted by CFA Institute for members in the Europe, Middle East, and Africa (EMEA) region in October 2013. Read More
Martin Wheatley: Regulation Is Not a Zero-Sum Game (Video)
Regulation, according to Martin Wheatley, chief executive at the Financial Conduct Authority (FCA), “is not a zero-sum game, like a tennis match or a football match, where either the regulator wins or the firm wins. If we get regulation right, we all win.” Read More
