commodities
15 Posts
A wrap-up of key issues affecting global markets for fundamental investors.
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Ron Rimkus, CFA, wraps up the key issues affecting global markets for fundamental investors. Read more
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Ron Rimkus, CFA, wraps up the key issues affecting global markets for fundamental investors. Read more
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Ron Rimkus, CFA, compiles a wrap-up of the key issues affecting global markets for fundamental investors. Read more
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Felix Zulauf, president of Zulauf Asset Management AG, highlighted slowing growth in China and believes the eurozone is on track to be the shortest currency union in history. 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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Vikram Mansharamani used five different perspectives on China’s economy to argue that China’s investment-driven boom will be the next great financial bubble to burst, predicting significant drops in industrial commodity prices, commodity producers’ profitability, and even the currencies of the major commodity-producing countries. Read more
3 CommentsClifford D. Mpare, CFA, discusses which African nations have the most improved macro environments and how these factors can support equity investments. Mr. Mpare also explores valuation of African equities including long-term trends, sectors of interest, and company case studies, as well as the importance of diversification. Read more
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Last May, at the 64th CFA Institute Annual Conference in Edinburgh, Scotland, veteran investor Felix Zulauf laid out a number of bearish predictions that have largely proved to be on the money. Now that six months have passed — and with so much happening in the world — we thought it was a good time to review his predictions and get a fresh update on his outlook for the economy and financial markets. Read more
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