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Ron Rimkus, CFA

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184 Posts

Biography

Ron Rimkus, CFA, was Director of Economics & Alternative Assets at CFA Institute, where he wrote about economics, monetary policy, currencies, global macro, behavioral finance, fixed income and alternative investments, such as gold and bitcoin (among other things). Previously, he served as SVP and Director of Large-cap Equity Products for BB&T Asset Management, where he led a team of research analysts, 300 regional portfolio managers, client service specialists, and marketing staff. He also served as a Senior Vice President and Lead Portfolio Manager of large-cap equity products at Mesirow Financial. Rimkus earned a BA degree in economics from Brown University and his MBA from the Anderson School of Management at UCLA. Topical Expertise: Alternative Investments · Economics

Author's Posts
Recovery or Expansion? A View of the US Economy

Goldman Sachs Senior Investment Strategist Abby Joseph Cohen, CFA, sees the United States looking far healthier than it did during the years in and around the 2008 financial crisis.

Progress Interrupted by Populism

Scarcely any attendees at the 70th CFA Institute Annual Conference thought that the populist tide had peaked and would start subsiding. Panelists Neil Howe, Michala Marcussen, CFA, and Willis Sparks discussed what it meant for global economies.

Amy Myers Jaffe: Energy Markets and Musical Chairs

Ten years ago, we thought the world was running out of oil, that China and other emerging market countries would have insatiable energy demand growth, and that production costs would generally rise over time. That turned out to be wrong. Energy expert Amy Myers Jaffe explains why the world looks different today. What’s changed?

The Economy, Business, and Making Mom Proud

The Carlyle Group's David M. Rubenstein shared words of wisdom about a broad range of topics, from the historical importance of the Magna Carta, to Paul Volcker’s monetary policies in the 1980s, and many subjects in between.

Peak Oil and Runaway China: A Dangerous Combination of Memes

A pair of memes, working in concert, created a dangerous scenario for energy investors who thought that this time would be different.

Financial Innovation and Market Structure

High-frequency trading (HFT) is a topic we come across a great deal these days. Since the publication of Michael Lewis’s Flash Boys, HFT has been a hot-button issue worldwide.

Emerging Markets Investing: Getting the Big Picture Right is the Most Important Variable

Arjun Divecha, chairman of GMO’s board of directors, favors criteria that describe the financial flexibility of each country in which he seeks to invest.

C. Thomas Howard on Behavioral Finance: Reject the Model, Not the Real World

Conventional financial theory uses volatility as a proxy for risk, but C. Thomas Howard suggests that volatility is merely a proxy for emotion, making it measurable.

Chris Douvos, CFA: Tectonic Shift Taking Place in the Venture Capital Industry

The venture capital industry is changing dramatically and maintaining the status quo is not an option.

One Year Later, Has the German Bubble Grown?

A look at the risks that have been building in advance of the Deutsche Bundesbank’s warning about property bubbles, and what they mean for the eurozone.