The 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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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
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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
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Linkfest.com finds today’s top headlines by following the best ‘curators’ on the Web and on Twitter, and by your votes and social media shares – pick the most important stories you think should appear by voting here. 1. Hedge Funds … 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
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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Antoine van Agtmael argues that an industrial renaissance in the United States is eroding the competitive edge of emerging markets. Read more
Leave a CommentJason Trennert of Strategas offers his sometimes contrarian outlook for equity markets while sharing insights on the European currency crisis and the prospects for inflation. Read more
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A mutual recognition platform enabling cross-border fund distribution between China and Hong Kong could become a game changer for the global fund management industry and usher in new competition for popular fund domicile jurisdictions like Luxembourg and Ireland. Read more
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