Here’s a wrap-up of key issues affecting global markets for fundamental investors. Read more
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14 Posts
That global trade imbalances matter has been made abundantly clear by the ongoing global economic malaise. The likely path to more sustainable levels of trade deficits, however, remains far less clear. Read more
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Our ten most-popular articles from the past year include coverage of the ever-unfolding European sovereign debt crisis, how the election cycle affects the markets, and Warren Buffett’s secret sauce. Read more
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A continuation of the sovereign debt crises of countries with large and rising trade deficits is not necessarily a fait accompli, but mitigation of the impact of these trade imbalances requires more than aggressive monetary policy alone. Read more
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Noted behavioralist and value investor James Montier addressed the prospect of investing in European stocks through the framework of his Seven Immutable Laws of Investing — a set of common sense, value-based principles that are too often violated by the typical investor. Read more
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Jason Voss, CFA, content director at CFA Institute, recently updated his overview and analysis of the European sovereign debt crisis which includes a comprehensive timeline of key events. Read more
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Finance professor Amir Sufi of the University of Chicago Booth School of Business argues that the severe U.S. recession and Europe’s ongoing economic woes can best be explained as aggregate demand and leverage problems that cannot be effectively treated through monetary policy initiatives alone. Read more
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Ron Rimkus, CFA, provides a wrap-up of the key issues affecting global markets for fundamental investors. Read more
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The last month has been a volatile time for fixed-income investors, with European troubles dominating the mindshare. Yet, there were other important stories, too. Here are some of those important fixed-income stories. Read more
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Jason A. Voss, CFA, Content Director for Fixed Income at CFA Institute shares his roundup of top fixed income stories for the previous month. Complete with links to related content. Read more
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