Practical analysis for investment professionals

economic growth


Weekend Reads for Investors: Tread Water Edition

Jason Voss, CFA provides his selections for Weekend Reads for Investors. This week's stories are critical of finance's love of squishy statistics, employers that keep their talented employees down, and the usefulness of GDP as an economic measure.

Technology, Demography, and the Future of Economic Growth

The global economy will never again experience the rapid growth rates seen prior to the financial crisis of 2007–2008, says economist Dambisa Moyo. Why? Because of technology and demographics.

The C-Suite Speaks: Looking for a Curveball

Based on recent earnings calls, the economy appears to be okay overall, says Scott Krisiloff, CFA, not deteriorating, but not robust either.

Macro Wounds: Surviving the Mirage of Growth

Economic growth before and after 1870 and 1970 has paled in comparison to the unprecedented expansion of those 100 years. Given that this period also witnessed many great scientific innovations, is it possible such rapid growth might never be achieved again? Or can the internet and smartphones — among the most successful modern innovations — be as disruptive and beneficial to growth as electricity and antibiotics?

Weekend Reads for Global Investors: Who Will Revive Growth?

An internet-driven information revolution defined the economic boom of the late 1990s, and financial engineering coupled with housing prices led to the booms and busts of the 2000s. Will the current cycle be about China or real transformative technological innovations that can have a lasting and beneficial influence on both markets and economic vitality in general?

Which Nation Will Drive Global Growth in 2016?

As 2015 quickly draws to a close, you might be wondering what 2016 has in store for us. This week we asked readers of our CFA Institute Financial NewsBrief which country they think will contribute the most to global economic growth in 2016. Check out what they had to say.

Insights on China’s Growth, Real Estate Market, and Shadow Banking

With its GDP growth slowing to 7.4% in the first quarter this year, will China continue to be the world’s growth engine? Will the cooling real estate markets in some Chinese cities pose a threat to the shadow banking industry and the overall financial system?

Elephant vs. Dragon: The Political and Economic Prospects of India and China

At a recent event titled "Elephant vs. Dragon: The Political and Economic Prospects of India and China," Rawi Abdelal discussed the strengths and weaknesses of the two emerging economies and came to a rather provocative conclusion.

The Trends That Matter for Industrial Companies

Brian Langenberg, CFA, iscusses several key trends for industrial companies regarding the lack of obvious alpha in the market and the industrial sector.

Why Loan Growth is Important and What it Says about Inflation and Interest Rates

David Schawel, CFA, discusses the importance of the actions taken by the Fed when contrasted with the activity of the banking system as a whole in regards to the most recent economic recovery.



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