Tag Archives: markets and economics
Where Should Investors Look in Times of Global Disruption?
Geopolitical analyst Peter Zeihan thinks that a disruption in the global status quo has been long overdue. Recent events may be proving him right. Read More
Recovery or Expansion? A View of the US Economy
Goldman Sachs Senior Investment Strategist Abby Joseph Cohen, CFA, sees the United States looking far healthier than it did during the years in and around the 2008 financial crisis. Read More
The Sharing Economy and the Evolution of Crowd-Based Capitalism
Technological advances are reshaping the global economic system and the future of work. At the 70th CFA Institute Annual Conference, Arun Sundararajan shared his findings on how technology is transforming the labor force and business organizations. Read More
Emerging Market Equities: Unloved and Under-Owned
Devan Kaloo, Head of Global Emerging Markets Equities at Aberdeen Asset Management, is “quite optimistic about EM equities.” In his opinion, valuations are attractive relative to developed markets. Read More
Thaler on Choice Confusion: To Intervene or Not to Intervene
Richard H. Thaler reviewed many of our behavioral frailties during his lively and engaging presentation at the 70th CFA Institute Annual Conference in Philadelphia. The key takeaway: If only we could learn. Read More
Navigating the Markets in a Year of Transition
Elizabeth Corley described 2017 as a year of transition as she shared her outlook on the economy, geopolitics, fiscal and monetary policy, and their implications for global investors. And while she characterized the environment as challenging and struck a cautious tone, she also offered hope and some words of advice for beleaguered active managers. Read More
