Following the GFC, PIMCO articulated its "new normal" forecast of slow global growth and mediocre capital market returns. Founder and co-CIO, Bill Gross, has recently appending the even drearier modifier "minus" to that outlook. He explains why, and the implications for those building portfolios...
| 21-12-11 | Opinion >A soft landing in China is beginning to look like wishful thinking. China has made some attempts to rebalance its economy towards the consumer in the last few years, but the investment/consumption imbalance has only worsened...
| 12-12-11 | Opinion >
Harvard Business School's Dr Niall Ferguson of "The Ascent of Money" fame, discusses what he believes lies ahead - the key macro AND micro issues and what they mean for investor portfolios - to successfully navigate through the woods AND the trees...
| 22-09-11 | Video >Most emerging countries were able to counter an economic slowdown in developed countries in 2008-09. Can this scenario be repeated?
11-11-11 | White paper >It's 10 years since Jim O'Neill - a regular speaker at PortfolioConstruction Forum - coined the term 'BRIC'. These BBC podcasts look at what's ahead for the BRIC economies...
08-12-11 | More >Why China's leaders will struggle to maintain economic growth (the main source of Communist Party legitimacy) while managing the growing expectations of its population...
| 22-09-11 | Resources >In this closing keynote Critical Issues Forum session at the 2011 PortfolioConstruction Forum Conference, Jonathan Pain looks at the where the Middle East is heading in the years to come, and considers the implications for investment markets...
| 23-09-11 | 4 comments Resources >
