Practical analysis for investment professionals 
Robert Hagstrom makes a persuasive case for the study of liberal arts as a means of achieving investment excellence, maintaining that the knowledge conveyed in a liberal arts curriculum opens one’s mind to ideas that may well lead to valuable insights about the financial markets. Read more
Leave a CommentBassem I. Awadallah provides expert commentary on some of the findings of CFA Institute survey of investment professionals in the Middle East and North Africa (MENA) region. Read more
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It used to be that investors most feared interest rate risk in industrial countries and credit risk in emerging economies. The rules have changed, says Ramin Toloui, PIMCO’s global co-head of emerging markets portfolio management. Read more
Leave a CommentVikram 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
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
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