Vikram Mansharamani, a lecturer at Yale, discusses five lenses for identifying historical asset bubbles that then burst and provides examples of where his lenses point to a bubble (China) and where they don’t point to a bubble (food prices). Read more
Leave a CommentEconomics
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The 21 May JPMorgan annual meeting is fast approaching, and it will feature a contentious shareowner proposal that calls for the separation of chairman of the board and CEO roles. In this post we will take a look at the corporate governance issue that is dominating the headlines. Should a public company separate the role of chairman and CEO? Read more
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How should investors prepare for future opportunities, and what will the future of finance in Asia look like? Find out at the 66th CFA Institute Annual Conference in Singapore. Read more
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The United States and many other countries are in the infancy of significant demographic changes. Over the next four decades, the retiree demographic will constitute an increasingly large percentage of the population. Read more
Leave a CommentAs most global stock markets have been on a tear of late, we thought it would be timely to ask readers what posed the greatest threat to equity markets. Over 37% of the 974 respondents to this poll believe that a global economic slowdown is the greatest risk to stocks. Read more
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Global housing prices remain a popular indicator of economic activity. But overall, recovery in global housing markets seems mixed. Read more
Leave a CommentRobert Johnston, director of the global energy and natural resources practice at Eurasia Group, addresses the prospects for the United States becoming a natural gas “superpower,” and the global geopolitical and investment implications of the US shale energy boom. Read more
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In recent times, there has been increased scrutiny of the role of financial advisers. In Singapore, this has taken the form of the Financial Advisory Industry Review recommendations. In Australia, such matters are under the purview of the Future of Financial Advice reforms while in India it falls to the Investment Advisors Regulation. Read more
Leave a CommentThe quantitative easing recently announced by the Bank of Japan may benefit investors who hold Japanese equities, but Ron Rimkus, CFA, sees the classic makings of one big investment bubble. Read more
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Ramin Toloui and PIMCO assess the economic forces at work in Asia, expecting an aggregate demand boost for Japan and seeing opportunities in the Indian rupee. Read more
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