Category Archives: Investment Topics
Keynes the Investor: Lessons to Be Learned
Elroy Dimson, co-director for the Centre for Endowment Asset Management at Cambridge Judge Business School, shares how John Maynard Keynes, widely regarded as a great economist, was also a very successful investor. Read More
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
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
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
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
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
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
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
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
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
