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Wayne Bowers: Is the UK a bubble and Europe toil and trouble?

Wayne Bowers: Is the UK a bubble and Europe toil and trouble? April 7, 2014

 

Is strong growth in the UK too good to be true? Is fiscal easing on its way for Europe? Wayne Bowers shares where policy makers might take us. 

1Q 2014 Investment Manager Survey – April 2014

1Q 2014 Investment Manager Survey – April 2014

 

Northern Trust’s first quarter investment manager survey finds that managers are optimistic but wary of geopolitical risks and emerging market economic growth. 

Jim McDonald: Geopolitics: More Bark Than Bite

Jim McDonald: Geopolitics: More Bark Than Bite

 

As tensions rise between the West and Russia, how should investors analyze geopolitical risks? 

Marc Andreessen on Big Breakthrough Ideas and Courageous Entrerpreneurs

Marc Andreessen on Big Breakthrough Ideas and Courageous Entrerpreneurs

 

Marc Andreessen, Co-Founder & Partner at Andreessen Horowitz, discusses his philosophy on investing in technical founders and the role of technology in today’s startups. Andreessen also addresses the kind of entrepreneurs and ideas his venture capital firm look for: “Big breakthrough ideas often seem nuts the first time you see them.” 

Annette Heuser: The 3 agencies with the power to make or break economies

Annette Heuser: The 3 agencies with the power to make or break economies

 

The way we rate national economies is all wrong, says rating agency reformer Annette Heuser. With mysterious and obscure methods, three private US-based credit rating agencies wield immense power over national economies across the globe, and the outcomes can be catastrophic. But what if there was another way? In this bold talk, Heuser shares her vision for a nonprofit agency that would bring more equality and justice into the mix.

Why you should listen

 

Credit rating agencies, with their power to downgrade credit ratings for entire nations, have come under intense scrutiny and recent events have put their acceptance and transparency into question. What if there was an alternative, free from the limitations and weakened legitimacy that encumbers the big three agencies?

 

Annette Heuser, executive director of the Washington branch of the German Bertelsmann Foundation, has created a blueprint for a new, non-profit solution to loosen the agencies’ iron grip. The International Nonprofit Credit Rating Agency (INCRA) would conduct unsolicited foreign-risk assessments, redefining sovereign ratings as a public good, and could dramatically shift the financial futures of the world.

 

What others say

 

[INCRA] provides an international answer to the monopoly of the three big rating agencies. SGI News

 

IMF Chief Christine Lagarde expresses optimism about the global economy

IMF Chief Christine Lagarde at Stanford’s Freeman Spogli Institute for International Studies

 

Christine Lagarde, head of the IMF, expresses optimism about the global economy during a talk at Stanford on Feb. 25, 2014. Credit: Roger Winkelman 

Jim McDonald: Portfolio Positioning In a More Volatile World

Jim McDonald: Portfolio Positioning In a More Volatile World

 

This year kicked off with a 5% correction in global equities, but it’s been over 2 years since the last 10% decline in U.S. stocks. What should investors do? 

Predicting the Future of the World Economy

Predicting the Future of the World Economy

 

When professional stock analysts can’t predict the market — and when monkeys throwing darts at a newspaper pick as many winners as seasoned portfolio managers — who, if anyone, can predict what’s ahead? Five of the foremost economists of our time match wits with Gideon Rose, editor of Foreign Affairs, to uncover the trends that will move markets in the months and years to come.

The panel includes:

 

Jacob Frenkel, chairman, JPMorganChase International
Glenn Hubbard, dean and Russell L. Carson Professor of Finance and Economics, Columbia Business School,
Ruchir Sharma, Head of Emerging Markets and Global Macro, Morgan Stanley Investment Management
Joseph Stiglitz, University Professor, Columbia University
Shang-Jin Wei, NT Wang Professor of Chinese Business and Economy; Director of the Jerome A. Chazen Institute of International Business, Columbia Business School

 

Presented by the Chazen Institute of International Business with media partner Foreign Affairs. 

Is Your Portfolio Too Local for a Global Economy? – Fidelity Investments

Is Your Portfolio Too Local for a Global Economy? – Fidelity Investments

 

74% of the world’s publically-traded companies are based outside the U.S. Fund Managers Bill Bower and Jed Weiss from Fidelity Investments talk about why they believe investing overseas should be part of a diverse portfolio.

Foreign investments involve greater risks than U.S. investments, including political and economic risks and the risk of currency fluctuations, all of which may be magnified in emerging markets.

Wayne Bowers: Why is the market fixated on contagion?

Wayne Bowers: Don’t believe the hype- Why is the market fixated on contagion? February 17, 2014

 

What is driving change in growth and challenges for developed and emerging economies? Do they all feed on each other, or is it simpler than that?