Tag Archives: investment strategy
Navigating An Experimental Economic Environment
Our generation of investors must navigate an anemic global economy that was inconceivable only a few years ago, unmoved by zero interest rates and bursts of experimental monetary policy. Mark Harrison, CFA, has identified key presentations to help professionals chart a path forward. 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
Perspectives on Equity Investing from John Chatfeild-Roberts
Financial media closely follow the investment decisions made by John Chatfeild-Roberts. He’ll be sharing his insights at the Sixth Annual CFA Institute European Investment Conference. Read More
Roundup: Fifth Annual CFA Institute European Investment Conference
Social media highlights from the flagship event in Europe for CFA Institute, convened 18–19 October 2012 in Prague, Czech Republic. Read More
Joachim Klement: How Personal Experience Can Determine Risk Preferences
Joachim Klement, chief investment officer at Wellershoff & Partners Ltd., believes individual experiences affect risk preferences and argues that investors need to recognise and account for this in portfolio management. Read More
Pankaj Ghemawat: Globalisation or Globaloney?
Professor Ghemawat of IESE Business School argues that most people overestimate the impact of globalisation, which he calls “globaloney”. Read More
Jan Straatman: You’re Building with the Wrong Blocks!
Jan Straatman, global CIO of Lombard Odier, believes that risk management at the portfolio level has been negligent, and a different approach with a new sense of urgency is needed to build more effective solutions. Read More
The Future of Private Wealth Management Is Digital
Scorpio Partners founder Sebastian Dovey believes the growth of private wealth business calls for a change in the traditional relationship model and that private bankers need to ask themselves, “How good is my digital strategy?” Read More
The Traditional Alternative: Why Investing Should Return to the Stone Age
Saker Nusseibeh questions the basics of today’s investment practice and draws parallels with medieval alchemists who sought to create wealth from nothing. Read More
Felix W. Zulauf and European Investment Opportunities
Felix W. Zulauf of Zulauf Asset Management has avoided some of the worst economic collapses of the past two years. At the Fifth Annual European Investment Conference, he will look at investment opportunities in Europe. Read More
