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
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
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, 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.”
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
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
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.
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
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: 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?