General Tenor: Bearish. Almost all of the speakers at the conference expressed concern about the direction of the global economy. Specifically, bearishness was expressed for:
The European sovereign debt crisis
The U.S. Congress’s political gridlock and inability to resolve the U.S…. READ MORE ›
Why is Europe standing on the cliff’s edge? What went wrong? How did we get here?
These are simple questions with anything but simple answers. To help illuminate the issues, I hosted a live webinar on 11 October 2011 featuring… READ MORE ›
Exchange-traded funds (ETFs), which offer investors diversification and liquidity at a low cost, have exploded in popularity in recent years and now represent a $1 trillion global market. Morningstar estimates that ETFs now account for at least a third… READ MORE ›
John W. Rogers, Jr. discusses his 30 years of investment experience and compares today’s markets with those of the early 1980s.
At the Australia Investment Conference in Sydney, Michael Pettis (pictured left), a professor at Peking University and senior associate at the Carnegie Endowment for International Peace, discussed READ MORE ›
Paul D. Kaplan, CFA, shares his analysis of the Synthetic Risk and Reward Indicator (SRRI) that has been introduced by the European Commission for investment funds as a part of the UCITS.
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