Leading futurist David Houle, author of “Entering the Shift Age,” discusses and contextualizes our world to better highlight emerging trends for investors. Read more
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David Larrabee, CFA, rounds up his favorite articles on equity investments from 2012. Read more
Leave a CommentIn a poll conducted earlier this week, we asked readers whether the year-ahead market forecasts traditionally circulated by Wall Street’s sell-side firms have value to professional investors. Read more
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The famed hockey player Wayne Gretzky once said, “A good hockey player plays where the puck is. A great hockey player plays where the puck is going to be.” Frontier markets — especially those in Africa — are where alpha is going to be. Read more
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As global stock markets closed out a rather disappointing 2011, there was no shortage of stories to catch the attention of equity investors. Read more
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At the beginning of each year, most leading brokerage houses and many prominent investors issue market forecasts. As we approach the saturation point, it is worth pondering whether these forecasts merit the attention of professional investors. Read more
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Jim O’Neill, chairman of Goldman Sachs Asset Management and former chief economist of the investment bank, was this year’s keynote speaker at the UC RUSAL President’s Forum at the Hong Kong University of Science & Technology. He coined the term … Read more
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