Tag Archives: central banks
Changes on the Horizon for Equity Investing
Omar Selim uses self-learning quant models and big data to perform ESG analysis, and he explained to other investment professionals why they would soon need to do the same. Read More
Raised Expectations, Lowered Rates of Return
Antti Ilmanen, a principal at AQR Capital Management, says everything is expensive because interest rates are at all-time lows. Read More
Gleanings from Brexit: Recommended Links
A deeper understanding of the tensions that have driven ongoing clashes will be essential for investment professionals looking to adapt their approach to the global economy. Read More
The State of Europe: Current Challenges, Future Potential
European authorities underestimated the effects of the financial crisis on banks, resulting in a “lost half decade,” says Lorenzo Bini Smaghi. But there is room for the eurozone to regain competitiveness. 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
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
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
