Global Imbalances:
Implications for Investment Portfolios
Global
Demographics: Impact, Importance, and Implications
Amlan Roy
Director, Global Demographics & Pensions Research
Credit Suisse
Securities (Europe) Limited
·
Why
demographics is one of the top issues facing the world
·
What the
impact is of demographics on economic growth, budget deficits,
pensions, health, inflation, real estate, and asset prices
·
What the
social implications are of global demographics: Inequality,
urbanization, climate change, quality of life, and which sectors are
advantaged
This Time Is NOT Different: Human Nature and Decision Making
Kostas Iordanidis
Member of the Board of Directors
Fortelus Capital
·
How does
uncertainty influence belief formation and decision making?
·
Why are
global imbalances and financial crises recurring phenomena?
·
Is it
possible to learn from history?
Global Imbalances Aren’t the Problem — An
Unstable Dollar Is
John Tamny
Senior Economist
H.C. Wainwright Economics
Editor −
RealClearMarkets
·
Why the
nature of trading means imbalances really cannot exist between
countries
·
How a weak
U.S. dollar has driven a run on paper currencies the world over and
caused limited capital to flow into hard, easily taxable investments
versus the knowledge-based growth economy
·
Why a stable
U.S. dollar, not regulated trade flows, is the real way to correct
imbalances and enable wealth-enhancing exchange globally
