Tag Archives: markets and economics

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

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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

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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

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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

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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

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