Practical analysis for investment professionals

CFA Institute European Investment Conference

Muhammad Yunus: Charity with a Business Engine

"There is no reason anyone should be poor;," Muhammad Yunus said. "We just need to fix the system so that all are truly reflected in our economy.”

How Finance Can Build a Better World

To think about how financial professionals can change the world, think first about how far we’ve come.

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.

Don’t Sell Economic Stability to Buy Economic Growth, Warns Tomáš Sedláček

Tomáš Sedláček, chief macroeconomic strategist at CSOB Bank, believes that our problem is not lack of growth but too much of it. He stated, “It is like owning a car that explodes when it stops.”

Pankaj Ghemawat: Globalisation or Globaloney?

Professor Ghemawat of IESE Business School argues that most people overestimate the impact of globalisation, which he calls "globaloney".

Whither the Euro? Seeking Resolutions for the Eurozone

Unsurprisingly, a major theme of the Fifth Annual CFA Institute European Investment Conference was the prospect for the euro. While speakers put forward different arguments, ultimately it seems the resolution must come from choices made about the political economy.

Nkosana Moyo: The Perceived Risks of Africa Create Investment Opportunities

The founder and executive chairman of the Mandela Institute for Development Studies (MINDS) believes perceived risks of investing in Africa are higher than the actual risks and that attractive investment opportunities can arise from the ‘negatives’ associated with Africa.

Felix Zulauf: Eurozone on Track to Be the Shortest Currency Union in History

Felix Zulauf, president of Zulauf Asset Management AG, highlighted slowing growth in China and believes the eurozone is on track to be the shortest currency union in history.

Europe’s Economy and the Way Forward

Economist Anatole Kaletsky downplays the real economic importance of Europe to the global economy and believes there is a chance that Germany might even leave the eurozone to ensure the euro’s survival as a currency.

Competitive Currency Devaluation: The Feeding Frenzy

That the world is grossly overindebted is perhaps an obvious point. But by how much — and why — are less clear. Today total global debt stands at approximately $150 trillion, or 194% of global gross domestic product. And… READ MORE ›

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