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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Unsurprisingly, a major theme of the Fifth Annual CFA Institute European Investment Conference was the prospect for the euro. While speakers put forward different arguments, ultimately it seems the resolution must come from choices made about the political economy. Read more
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As I stated last month, investors have largely left last year’s biggest story, the European Sovereign Debt Crisis, behind. Instead, in the last 30 days, investors have been getting their bearings and putting in place new strategies. Read more
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Complicating matters in resolving the European sovereign debt crisis have been the large number of players each of whom has a stake in the outcome of the crisis. Read more
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Most commentators trace the beginning of the European sovereign debt crisis to 5 November 2009, when Greece revealed that its budget deficit was 12.7% of gross domestic product (GDP), more than twice what the country had previously disclosed. However, the real origins of the crisis can be traced to the very structures that govern Europe’s institutions. Read more
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At the Australia Investment Conference in Sydney, Michael Pettis (pictured left), a professor at Peking University and senior associate at the Carnegie Endowment for International Peace, discussed China’s “rebalancing”, a current topic of interest and debate both inside and outside the country. … Read more
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