Category Archives: Archives

How to Allocate Capital in an Uncertain World

William De Vijlder of BNP Paribas Investment Partners argues that a dynamic tactical asset allocation may be the best way to deal with the challenges posed by uncertainty. Read More

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The Lesson from Japan: Western Policymakers Must Apply Sustained Fiscal Stimulus

Nomura Research Institute Chief Economist Richard Koo challenges the widely held consensus view that austerity is the best pathway to economic recovery. Read More

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Is the United States the Rising Phoenix of the Financial Crisis?

Lombard Street Research Chief Economist Charles Dumas provides a provocative twist on the prevailing paradigm which holds that China is the growth engine of the future and the U.S. is poised for stagnation. Read More

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Bank for International Settlements’ Cecchetti Lays Out Case for Basel III, Calls for Greater Investor Vigilance

The economist defended provisions that tighten capital and liquidity requirements against criticisms from bankers that the rules are curbing lending and holding back economic recovery. Read More

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Shining a Light on Europe’s “Dark Pools”

A trio of trading experts discuss structural changes in European equity markets and the impact of the Markets in Financial Instruments Directive (MiFID), which was amended two weeks ago after a year-long review process. Read More

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Global Trade Imbalances Are a Major Source of Instability, Says Economist Roger Bootle

The managing director of Capital Economics says unbalanced trade flows contributed to excess leverage and created a liquidity glut that has constrained monetary policy. Read More

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Münchau: European Financial Stability Facility Has Only Propagated the Eurozone Crisis

The Financial Times commentator does not foresee the total demise of the eurozone, but says that its ultimate survival will only be achieved with great difficulty. Read More

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In a World of Messy Multilateralism, Investors Must Embrace “Macro Diligence”

We are moving toward an “Archipelago world,” argues Oxford Analytica CEO Nader Mousavizadeh, a structural shift in which countries act as islands unto themselves. Read More

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No Country Would Benefit from Abandoning the Euro, Declares Christian de Boissieu

In the case of Greece, the French government advisor believes spreads would “rocket” and the country would be subject to a vicious cycle of devaluation and dramatic inflation. Read More

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“We are Looking Straight into the Face of a Great Depression,” says Simon Johnson

The former IMF Chief Economist sees everywhere an unjustified deference towards the big banks and an aversion to doing anything that would be contrary to their interests. Read More

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