Section
Global Investing
2551 posts
George Soros: The New Paradigm For Financial Markets
George Soros appeared in an MIT World interview where he spoke candidly for 1 hour and 23 minutes…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Emerging Markets in 2009
Michael Hartnett, Chief Global Emerging Markets Strategist, Merrill Lynch is interviewed by Bloomberg TV, December 12, 2008 (click…
World Markets Snapshot (12/10/2008)
Below is the World Markets Snapshot published by The Economist, Year-to-Date to December 10, 2008. Among the notable…
The Mother of All Bear Market Rallies?
Barton Biggs at Traxis Partners believes that equities could be setting up for ‘the mother of all bear…
Jeremy Grantham: Alan Greenspan is My Nemesis, and More
Here is the first at-length TV interview we have ever seen GMO’s Jeremy Grantham do. We could not…
Mark Mobius Talks Brazil, Emerging Markets
Mark Mobius, the emerging market specialist from Templeton Asset Management reckons that Brazil offers a great opportunity for…
Heebner and Holmes on Emerging Markets
Ken Heebner, CGM Funds, and Frank Holmes, US Global Investors, discuss emerging markets in the context of the Fed's 50 bps…
Deleveraging Forces Liquidation
"When investors are in trouble, they sell what they can, not what they would like to." The current…
BRICs Lay Foundation Stability: Merrill Lynch
Alex Patelis, Head of Global Economics, Merrill Lynch discusses the strength of BRIC (Brazil, Russia, India, China) countries…
Resurgent Yen a Global Destabilizer
Once again, volatility favouring the Japanese Yen is having a pronounced effect on what happens in the stock…
Mobius: Brazil will Lead Recovery
In a webcast interview with Times Online UK, Mark Mobius discusses why he believes Brazil will lead the…
Mobius: Positive on Commodities, China
Mark Mobius, executive chairman of Templeton Asset Management, is very positive on commodities, especially integrated emerging markets oil…
Bob Farrell's "10 Rules For Investing"
Bob Farrell, a legend at Merrill Lynch for several decades, had a front-row seat to the go-go markets…
Interview: Larry Sarbit, Sarbit Asset Management
Despite the fact that you may not ever come close to catching up to Warren Buffett's wealth does…
Asset Class Correlations
July 22, 2008 - (Courtesy: Bespoke Investment Group) Today's Wall Street Journal had an interesting article about asset…
