euro
Understanding client goals is the key to effective wealth management, according to Jean Brunel, CFA. In times of unexpected market chaos, that understanding becomes even more important.
The route to recovery in Europe is so long that there will be plenty of growth opportunities to be captured by investors along the way, says David Kelly, CFA.
Kai A. Konrad’s work studying political economy and public economics has given him some unique insights into the ways that individuals and groups interact to achieve their desired objectives.
Portfolio manager Grant Williams used mathematical proofs to explain four key disconnects between financial markets and the global economy.
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.
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.
Economist Anatole Kaletsky downplays the real economic importance of Europe to the global economy and believes there is a chance that Germany might even leave the eurozone to ensure the euro’s survival as a currency.
Felix W. Zulauf of Zulauf Asset Management has avoided some of the worst economic collapses of the past two years. At the Fifth Annual European Investment Conference, he will look at investment opportunities in Europe.
Michael Pettis, who has been confirmed as a speaker at the 65th CFA Institute Annual Conference, is a professor of finance at the Guanghua School at Peking… READ MORE ›
In the case of Greece, the French government advisor believes spreads would "rocket" and the country would be subject to a vicious cycle of devaluation and dramatic inflation.