Category Archives: Speakers
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
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
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
All Dressed Up and Nowhere to Go: A Theory without a Purpose?
At the 2014 European Investment Conference, Jerome Booth, head at New Sparta Limited, argued that 80% of financial theory is not fit for purpose. Read More
Investment Industry Must Change Its Behaviors Quickly to Rebuild Trust
Elizabeth Corley, CEO of Allianz Global Investors, challenged the investment industry to act quickly to change its behaviours so as to be regarded as more trustworthy by its customers. 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
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