Thomas Piketty: Pinko or Prophet?
The obscure French economist’s call for large-scale wealth redistribution, and challenges to his data, have not stopped his book from topping the bestseller charts.
Trends Point to Growth & Stability
Developed nations are showing renewed signs of stability in output growth and employment, according to recent data from the International Monetary Fund. Meanwhile, the emerging markets of the world have hit an important milestone: Their combined gross domestic product now represents more than 50% of global production, a recent IMF...
Rethinking the Role of Emerging Markets Investing in Portfolios
More than ever, the outlook for emerging markets is nuanced, and selectivity is critical. We expect emerging countries to increasingly decouple from one another.
Nigeria’s Revamped Economy Poses Big Growth, Big Concerns for Investors
Opportunities and pitfalls still await investors in a growing economy.
Emerging Markets Dominate Global GDP
Portfolios have not caught up with this shift, says analyst Jan Dehn of Ashmore.
World Economy Stabilizes in ‘Great Moderation 2.0’: JPMorgan
Low market volatility and minimal employment variability means good news for equities, a JPMorgan analyst says.
Old Normal Returns as PIMCO Sees ‘New Destination’ for U.S. Growth
PIMCO’s Bill Gross sees a good year ahead. The bond firm's new leaders say stagnation is not the new norm, and a passle of economists agree.
Top 3 Challenges Posed by EU Banking Union
After much public bickering, the European Parliament has voted to approve rules to govern the move to a banking union. But challenges remain.
El-Erian: How to Ease Threat to Global Stocks From Ukraine Crisis
Mohamed El-Erian, chief economic advisor to Allianz, lists five possible developments in Ukraine that would reassure global investors.
Strauss-Kahn Trots Globe for New $2B Global Hedge Fund
The former IMF Chief, Dominique Strauss-Kahn, seeks $2 billion for a new global macro hedge fund.