Category Archives: Economics

Video: Amlan Roy Explains Why Global Demographics Matter (More than You Might Think)

Amlan Roy of Credit Suisse says that global demographics have been misunderstood, misinterpreted, and misapplied by macroeconomists, investors, practitioners, and actuaries. Read More

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Registration Open: 2014 European Investment Conference

The 2014 European Investment Conference, held in London on 16–17 October, will re-assess common industry practices, reevaluate and challenge perceptions, and identify opportunities for investment innovation. Read More

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Fear of Investing in Africa Is Losing You Money

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. Read More

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Three Decades of Financial Engineering by Central Bankers Have Yielded “Age of Financialization”

Credit inflation and devalued money have fostered short-termism and a growth obsession that have overshadowed attributes like patience and thrift, says Edelweiss Holdings’ Dylan Grice. Read More

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Currency War III: How Will It Play Out?

James Rickards says we are in the midst of the third currency war since the 1920s, triggered by central bank efforts to pull the world economy out of a structural depression. Read More

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ECB’s Yves Mersch: Newfound Calm in European Markets Reflects Credibility of Reform Effort

In the closing keynote address, Mersch sought to explain how recent policy initiatives have addressed problems brought about by the original design flaws of European monetary union (EMU). Read More

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Prospects for the Eurozone: It Won’t Be Germany to the Rescue

Kai Konrad painted a picture of troubled states increasingly doubtful of the EU, warning “don’t expect much from Germany.” Read More

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“Heart Breaking” and the Future of the Eurozone: Kai A. Konrad on European Convergence

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. Read More

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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. Read More

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Dylan Grice on the Hidden Threats of Inflation and Language

Dylan Grice sees the devaluation of language adding to the complexities facing responsible stewards of capital in the current financial environment. Read More

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