More on Related Themes
2012-03-27 Our Current Perspective on the Global Economic Outlook by American Century Investments (Article)
As we proceed through the first quarter of 2012, the U.S. economy continues to drift— not in recession, but far from the level of growth and dynamism we would like to have. Meanwhile, global economic growth has slowed as the world anticipates a solution to the European sovereign debt crisis. In short, we are in a period of uncertainty, not only about how key events will unfold, but about the timing associated with their future progress and resolution.
2012-01-31 Barry Eichengreen on the End of the Dollar - Video by Dan Richards (Article)
Barry Eichengreen is a professor of economics and political science at the University of California, Berkeley and a former senior advisor to the International Monetary Fund. In this interview, he discusses the future of the dollar as the reserve currency and the role of the IMF in the Eurozone crisis. This is the video of the interview.
2012-01-26 Chinas Connectivity Revolution by Stephen S. Roach of Project Syndicate
Long the most fragmented nation on earth, a new connectivity is bringing China together as never before. Its Internet community is expanding at hyper speed, with profound implications for the Chinese economy, to say nothing of the countrys social norms and politics.
2011-06-14 A Cautionary Tale from the World's Most Influential Economist - Video by Dan Richards (Article)
Raghuram Rajan was recently cited by The Economist as having the most important ideas for the post-crisis world. In this interview, he identifies key policy issues the Obama administration must confront. This is a video of the interview.
2011-06-07 Why Jim Rogers is Bullish on Gold (Video) by Dan Richards (Article)
The veteran investor Jim Rogers explains why he is bullish on gold and the US dollar, and offers his thoughts on Asian economies why he chose to move his family to Singapore. This is the video of the interview.
2011-05-10 Inflation Field Manual: A Guide for a Changing World by American Century Investments (Article)
We examine the competing forces at work that will affect inflation. On the one hand, a whole host of factors are currently constraining inflation. On the other hand, US monetary and fiscal policies and a number of global economic imbalances suggest an environment of high and rising inflation. The outcome of this debate is important for financial assets, whose performance turns on the difference between expected and actual inflation-it is when inflation surprises to the upside that stocks and nominal bonds typically underperform and inflation-protected assets do best.
2010-07-26 Who Cheats More? by Dan Ariely of Predictably Irrational
Dan Ariely provides a video of a short talk on cheating he gave on July 7 in San Francisco. While most people think that citizens of other countries cheat more than Americans do, Ariely's research has found that people from Israel, Italy, China and the U.S. all cheat about the same amount. Ariely has also found that bankers cheat twice as often as politicians do.
2010-07-20 Jeremy Siegel on Why Stocks are Undervalued (Video) by Dan Richards (Article)
The Wharton School's Jeremy Siegel remains an outspoken proponent of stocks for the long run, as he demonstrates in this interview with Dan Richards. Siegel explains why equity investors should not be deterred by sour economic forecasts or by signals of apparent overvaluation based on Shiller P/E ratios. This is the video of our interview.
2010-06-08 The Shape of Market Bubbles by Doug Short of Doug Short
Doug Short provides an overlay chart of four major bubbles across market history to see the variety of shapes a bubble can take. The overlay includes the 2007 Shanghai Composite bubble, the 2000 Nasdaq technology bubble, the 1929 Dow bubble and the 1989 Nikkei bubble. As the chart illustrates, bubbles usually go unrecognized by the majority of market participants until their late stages. The left side of the bubble is usually more gradual than the collapse, although the incredible rise of the Shanghai market is a notable exception.
2010-05-27 World Markets: Revised Update by Doug Short of Doug Short
Doug Short provides provides a an overlay chart of world markets since March 9, 2009. The chart, he writes, illustrates the synchronous behavior of international stock indices. The question going forward is whether the correction to date is a long-term low or an interim low with more downside to come. Short also provides a chart of the Shanghai Composite Index since 2000, which includes a classic market bubble.
2010-02-16 2010 Outlook: More Growth on the Horizon for Emerging Markets by Patricia Ribeiro (Article)
Patricia Ribeiro, Vice President and Portfolio Manager for the American Century® Emerging Markets Fund, believes the emerging markets asset class offers short- and long-term growth prospects and diversification benefits at attractive market valuations. In a recent interview, Ms. Ribeiro shared her views on the current state of emerging markets, what lies ahead in 2010, and how her investment team is selecting equities for the fund. We thank American Century for their sponsorship.
2009-04-28 Forecasting 100 Years Ahead by Robert Huebscher (Article)
George Friedman is CEO of the private intelligence and forecasting firm STRATFOR and advises clients on the important trends in geopolitics and their impact on world economies. Friedman spoke at the recent Altegris Strategic Investment Conference about the important trends for investors over the next 100 years.
2009-04-28 The Next Great Bubble? by Vitaliy Katsenelson (Article)
One more bubble, please. After the bubbles in technology, housing, and commodities, we saw the mother of all bubbles: the one in global liquidity. The world economy seemed to require bubbles for its continued functioning. Guest contributor Vitaliy Katsenelson says investors' prayers are now being answered: There's a new bubble now - or an old one is being re-inflated - which he calls the Troubled China Revival Program (TCRP).
