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emerging markets


A Quantitative Approach to Sustainable Investing

Because millions of data points on environmental, social, and governance (ESG) issues are created each day, the challenges lie not in the limitations of the data but on how to treat and make sense of it. This is where quantitative tools can help distinguish signal from noise.

C-Suite Talks: Bill Browder
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Were it a work of fiction, Bill Browder’s story would stretch the bounds of credibility well beyond the breaking point. But as it happens, it’s all true: The scion of American communist royalty, he became a devout capitalist… READ MORE ›

As Oil Prices Stay Lower for Longer, MENA Charts a Path Forward
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Conversations around drivers of economic growth, transitioning away from oil production, and increasing entrepreneurship have gained greater relevance in the Middle East.

Crowdfunding Needs Regulation to Scale Up
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The young and rapidly evolving field of crowdfunding is democratizing investing like never before, making finance — donations, debt, equity — available where it wasn't previously. But to scale up, regulations need to be adopted, says Lars Kroijer.

Why Demographics Are Core to Understanding Growth and Financial Markets
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There is opportunity to exploit a gigantic demographic dividend — but it is accompanied by many avoidable threats and risks.

Little Market Reaction in a World of Risk
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Old geopolitical risks have been replaced by new ones, but Nouriel Roubini sees financial markets largely unaffected.

All Dressed Up and Nowhere to Go: A Theory without a Purpose?
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At the 2014 European Investment Conference, Jerome Booth, head at New Sparta Limited, argued that 80% of financial theory is not fit for purpose.

Hideous Opportunity Sets and Foie Gras Markets: Observations from James Montier
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James Montier combines vivid imagery with blunt commentary on investor behavior, and the markets have given him a lot to talk about.

Fear of Investing in Africa Is Losing You Money
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Africa has 15% of the world's population but controls less than 3% of global GDP. A trio of investment pros make the case that as Africa catches up opportunities will abound for investors.

Charles Robertson’s Emerging Market Insights
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European Investment Conference speaker Charles Robertson of Renaissance Capital explains where Africa's GDP will be by the year 2050.