Category Archives: News
Economic Activism: Europe’s Struggles with Monetary and Fiscal Policy
When monetary policy is activist and fiscal policy is gridlocked, overturning decades of precedent, how can investment professionals adapt? Read More
The Irrational Mind and Saving for the Future — How can Advisers Help?
Professor Dan Ariely believes the financial profession has an opportunity to reinvent itself, addressing cognitive biases in a way that can be beneficial for advisers and their clients. Read More
Registration Open: 2015 European Investment Conference
Registration is now open for the 2015 European Investment Conference, held in London on 26–27 November. Read More
Shareholder Value Maximization: The World’s Dumbest Idea?
James Montier, a member of GMO’s asset allocation team, closes the 2014 European Investment Conference with the argument that shareholder value maximization is “a bad idea” and has contributed to major economic and social problems of short-termism and rising inequality. Read More
Thinking Like Your Clients: Goals-Based Performance Analysis
At the 2014 European Investment Conference, Stephen Campisi, CFA, head of institutional thought leadership at US Trust, presented goals-based performance analysis as a radical departure from the usual attribution approach. Read More
Are Currencies a Standalone Asset Class for Investors?
Tarun Ramadorai, professor of finance economics at the Saïd Business School, argues that currencies are increasingly seen as a standalone asset class for investors to consider as they build their portfolios. Read More
What Is Next for Bond Yields?
Steven Major, CFA, global head of fixed-income research at HSBC, explained that a year ago his team was criticised for predicting long term government yields 1% lower than market consensus. He wished he had been wrong, but today, the term premium on long-end US bonds is negative. Read More
Geopolitics and Economics: Markets and Analysts Must Connect the Dots
Geopolitical conflicts are connected to economic pressures, said Philippa Malmgren, president and founder of DRPM Group, at the 2014 European Investment Conference. However, Malmgren argued, financial analysts are largely unable to analyse this connection and financial markets fail to respond. Read More
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
