Category Archives: Economics

Lord Adair Turner: Solutions to the Real Estate Price Boom and Post-Crisis Recession

In his opening keynote address at the 2014 European Investment Conference, Lord Adair Turner, senior fellow at the Institute for New Economic Thinking, spoke about the shortcomings of “too big to fail” and inflation targeting. Read More

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What’s Next for China and India?

In a panel discussion at the European Investment Conference, Russell Napier, an independent strategist and co-founder of ERIC, contended that investors should be more optimistic about India than China. Read More

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Cheap and Easy Money Poses Financial Stability Risks

Speaking at the European Investment Conference, Paul Mills of the International Monetary Fund said accommodative monetary policy has led to rising asset prices and tighter spreads across fixed income securities. Read More

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Private Wealth Report Shows Surprising Results for Europe’s Investors

A recent report shows that the crisis in Europe has created opportunities for private wealth clients and the financial professionals who manage their assets. Read More

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Fresh Perspectives for European Investors: Currency, Asset Allocation, and Risk Management

Selections from CFA Institute Conference Proceedings for investment professionals ready to challenge their investment processes, practices, and mindsets. Read More

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Lord Adair Turner Cites Technology as a Driver of Inequality

The shift towards a high-tech, high-touch economy could strain real asset prices and threaten financial stability, according to Lord Adair Turner. Read More

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Video: Lord Adair Turner on the “Hangover of Debt” Weakening Global Economic Recovery

Lord Adair Turner discusses how recovering from the 2008 financial crisis has continued to challenge global economies. Read More

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Hideous Opportunity Sets and Foie Gras Markets: Observations from James Montier

James Montier combines vivid imagery with blunt commentary on investor behavior, and the markets have given him a lot to talk about. Read More

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Video: Philippa Malmgren on Mispriced Risks and Military Near Misses

Philippa Malmgren of DRPM Group says the far-reaching effects of central bank actions are influencing geopolitical conflicts. Read More

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Checking Assumptions and Challenging Mindsets: A Crucial Investment Strategy

If we truly aim to serve clients and our societies to the full, prudence guides us to check the assumptions and challenge the mindsets we instinctively rely on. Read More

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