Policy Perspectives

Nader Mousavizadeh explains how a fragmentation of power, capital, and ideas are changing global politics and economics.

Some research has been critical of the value added by financial advisors. This moderated panel will discuss the fees charged versus the services provided by managers, trust in the industry, as well as the increasingly important role of regulation and technology.

Patty Buchek shares dos, don'ts and other insights into using informational interviewing as a job search and career management strategy.

Ashley Bowes Johnson discusses strategies for initiating and conducting a job search within your current organization.

Michael Pettis discusses the strengths and vulnerabilities of China's current investment model, including the effectiveness of reserve ratios on curbing inflation, the dangers of domestic imbalances resulting from an investment driven growth model, and the implications surrounding Renminbi's convertibility and the possibility of becoming a major reserve currency.

Michael J. Mauboussin discusses how to prevent cognitive errors in the decision-making process.

Werner DeBondt discusses the elements of bubble psychology and behavioral asset pricing, focusing on euphoria and hysteria bubbles in international equity markets.

Peter Tertzakian presents an analysis of the economics of energy going forward.

Panelists discuss the outlook for various asset classes.

William B. 'Flick' Fornia discusses the current state of public pension plans across the United States and assesses how the pension crisis developed.

Julie McDowell discusses sustainable and responsible investing (SRI) and how it fits into investment strategies, differences in style and execution of SRI strategies in Europe and North America, and future trends in SRI.

Jeffrey E. Gundlach discusses investment challenges in the current U.S. economic climate and how to find value through asset allocation in outperforming sectors. He also addresses how much diversification is needed across countries, currencies, and sectors.

Ed Devlin assesses sovereign default and currency risk in developed economies relative to emerging markets. He also examines how different governments address defaults and settle creditor claims and how public policy decisions in the Eurozone, United States, and China affect the Canadian economy.

David W. Rolley, CFA, reviews the changing opportunity set in fixed income and the evolution of emerging market debt. He discusses tectonic changes in the world’s currency regimes, including searching for alternatives to the Euro and the U.S. dollar, and challenges to performance arising from fundamentals and technicals in some emerging debt markets.

One year after the passage of the Dodd–Frank financial overhaul that ordered a crackdown on the $600 trillion derivatives market, regulators have not been able to meet the deadline for translating legislation into specifics. Investors, the banking industry, special interest groups, and members of Congress have been vocal about changes to the derivatives rules, which prompted the CFTC to propose delaying some of the rules until as late as the end of 2011. The participants on this call discuss some of the lingering questions about what’s next for derivatives regulation.