brexit
Dow 36,000, crypto, Brexit, GameStop, pandemic. Imagine you uttered these terms back in the autumn of 2011, when Enterprising Investor first launched. What would they have evoked?
Taimur Hyat, PhD, considers how geopolitical risks have altered how investment analysis is conducted.
"Be mindful that the rumor of globalization’s demise is greatly exaggerated," says Taimur Hyat, PhD, of PGIM.
Jason Voss, CFA, shares his curated list of Weekend Reads for Investors. Featured stories explore the fake news epidemic, peer into one of the world's most successful and secretive hedge funds, and estimate the daily operating costs of the Death Star.
Think about the markets since the financial crisis. What has defined the era? Two words: monetary policy. Central banks — more than economic growth or any other factor — are what have moved the markets. But that may be changing.
No country has ever left the European Union, and investment professionals are wondering whether the Brexit outcome will resemble a Norway model, a Swiss model, or something else entirely.
Geopolitical strategist Peter Zeihan sees a world undergoing rapid and disruptive geopolitical change. He focused in on some of the key forces driving that change and the emerging conflicts they are spurring in the question-and-answer session that followed his presentation at the 69th CFA Institute Annual Conference.
The latest Weekend Reads selections explore the shortfalls of the sharing economy, the future of cities, the Brexit butcher's bill, how a 29-year-old drifter conned his way into Princeton, and much more.
“The economy and understanding economics and the way business is done has lifted billions of people out of poverty. If you want to impact the world, finance is a great place to do it," said Rebecca Terner Lechtner, in an entry from the latest Weekend Reads from Lauren Foster.
The protection of global purchasing power in the wake of Brexit underscores the need to replace the use of a single reference currency with the introduction of a suitable currency basket, says Giuseppe Ballocchi, CFA.