Tag Archives: inflation

The Allure of Farmland Investments: Consistent Performance, Low Correlation

Growth in the world population and demand for food bode well for the value and returns from direct investments in farmland and farmland-based funds. Read More

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Search for Stability: Regulation, Reform, and the Role of Monetary Policy

Former U.S. Federal Reserve Bank governor Randall Kroszner says that the best preparation for any economic crisis is knowing history. Read More

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Portfolio Managers Should Allocate Risk Capital to Beta Factors, Says Brian Singer

The former CFA Institute Board of Governors chair and chief investment officer of Singer Partners says that investors should shift their focus from a search for alpha driven by security selection. Read More

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Delegate Polling: Market Volatility, Sovereign Risk, and Rising Inflation Are Key Concerns

Audience polling conducted at last week’s 64th CFA Institute Annual Conference casts a spotlight on the investment risks that are top of mind for global investment professionals. Read More

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Emerging Markets Are Underrepresented In Global Investors’ Portfolios

Ashmore’s Jerome Booth, Strategic Investment Group’s Derek Sasveld, CFA and El Dorado Investments’ Melvin Escudero discuss their outlook and strategy for emerging markets investing. Read More

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Pippa Malmgren: Geopolitics Is Not a “Black Swan” Phenomenon

“Investors can no longer say that if you can’t quantify it, it doesn’t matter,” says the president and founder of Canonbury Group and Principalis Asset Management. Read More

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Bonfire of the Currencies: Jim Grant Calls for Return to a “True Gold Standard”

The founder and editor of Grant’s Interest Rate Observer says that central bank policies have undermined confidence in paper currencies. Read More

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Deflation Is What Keeps Central Bankers Up at Night, Says David Blanchflower

The Dartmouth economics professor and former member of the Bank of England’s Monetary Policy Committee contends that the U.S. Federal Reserve ought to initiate QE3 — and possibly QE4. Read More

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