investment strategy
Our generation of investors must navigate an anemic global economy that was inconceivable only a few years ago, unmoved by zero interest rates and bursts of experimental monetary policy. Mark Harrison, CFA, has identified key presentations to help professionals chart a path forward.
James Montier combines vivid imagery with blunt commentary on investor behavior, and the markets have given him a lot to talk about.
Financial media closely follow the investment decisions made by John Chatfeild-Roberts. He'll be sharing his insights at the Sixth Annual CFA Institute European Investment Conference.
Social media highlights from the flagship event in Europe for CFA Institute, convened 18–19 October 2012 in Prague, Czech Republic.
Joachim Klement, chief investment officer at Wellershoff & Partners Ltd., believes individual experiences affect risk preferences and argues that investors need to recognise and account for this in portfolio management.
Professor Ghemawat of IESE Business School argues that most people overestimate the impact of globalisation, which he calls "globaloney".
Jan Straatman, global CIO of Lombard Odier, believes that risk management at the portfolio level has been negligent, and a different approach with a new sense of urgency is needed to build more effective solutions.
Scorpio Partners founder Sebastian Dovey believes the growth of private wealth business calls for a change in the traditional relationship model and that private bankers need to ask themselves, “How good is my digital strategy?”
Saker Nusseibeh questions the basics of today’s investment practice and draws parallels with medieval alchemists who sought to create wealth from nothing.
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.