Practical analysis for investment professionals

History & Geopolitics


Parallel Worlds and Brexit: Guiseppe Ballocchi, CFA

"Parallel Worlds," one of the four potential scenarios envisioned in the Future State of the Investment Profession study, anticipates the rise of populism, a reduction in the size of the middle class, and a decrease in social mobility. For a better understanding of how this scenario could affect the future of the investment management industry, Robert Stammers, CFA, spoke with Giuseppe Ballocchi, CFA. In the interview, Ballocchi examines what populism is and explores globalization, the role of government in investment management, and how the industry can benefit society.

Finance: How It Made Civilization Possible

What is finance, where does it come from, and why does it matter? William N. Goetzmann addressed these questions in his presentation at the CFA Institute: 62nd Financial Analysts Seminar, leading participants on a tour through financial history.

What Happens to the Market if America Goes to War?

Mark Armbruster, CFA, reviews historical capital markets performance during times of war.

Russell Napier, ASIP: 21 Lessons from History

The astute investor appreciates both knowledge and thought by embracing the lessons of history, and financial market historian Russell Napier, ASIP, has studied those lessons extensively.

Weekend Reads from India: China, Capital Shifts, and Thucydides Traps

Led by China and the East, the world economy has changed at an unprecedented pace and scale. Shifts in the global pecking order could be even more significant by 2050. The 6th CFA China Investment Conference was an excellent opportunity to learn about some of the change drivers influencing investment opinion. Shreenivas Kunte, CFA, offers some observations and lessons from his two days in Beijing.

Weekend Reads: Charlottesville, Smartphones, and the Solar Eclipse

Like so many others in my adopted hometown of Charlottesville, Virginia, I have been struggling to make sense of the events of this past weekend.

Geopolitical Uncertainty in Investing: Plan for Every Scenario

Politics and geopolitics are polarizing and confusing. Yet it is critical that investors integrate such criteria into their analysis, according to Willis Sparks.

The Renminbi: Don’t Bet on a Big Plunge

A devaluation of the RMB does not serve China's interests, writes Henry To, CFA. In fact, To believes the RMB will hold steady against the dollar for the rest of 2017, and he lists three reasons why.

Weekend Reads for Investors: Wake Up from the Summer Doldrums Edition

Jason Voss, CFA, provides his picks for Weekend Reads for Investors. This edition curates stories on the potential repeal of the tax deduction corporations in the United States receive on debt payments, the end of Big Oil, how we can recognize machine consciousness, and more.

Sir Paul Tucker: Systemic Risk and Threats to Financial Capitalism

Sir Paul Tucker is not shy about making an audience feel uncomfortable, Mark Harrison, CFA, observes. In fact, the crowd was rather ill at ease during Tucker's presentation at the 70th CFA Institute Annual Conference, and not just because the topic was systemic risk.



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