11 results found

The Chinese authorities recognise the potential of blockchain technology and are outpacing the US, in the race to develop an "official" cryptocurrency. If the Chinese experiment succeeds, we may witness the start of a new epoch in monetary policy.

Niall Ferguson | 0.50 CE

There is no subject of more importance to investors than what Donald J. Trump will do with the powers of the US presidency. There are pluses and minuses of Trumponomics.

Niall Ferguson | 0.50 CE

America is living through a kind of Trumpian Genesis - seven days of high-speed political creation. No one yet knows how all this will pan out.

Like all presidents, Trump will be judged by how far he makes good on his pledges. It is important to distinguish between the real and the imaginary obstacles Trump faces.

No doubt the liberal media will wage unrelenting war on Trump, as they did on Nixon nearly half a century ago. But this is not the 1970s.

With a growing number of central banks resorting to negative interest rates and the IMF acknowledging the risk of secular stagnation, investors could be forgiven for feeling nervous. Yet there is some evidence that the global economy may be at an inflection point.

With a growing number of central banks resorting to negative interest rates and the IMF acknowledging the risk of secular stagnation, investors could be forgiven for feeling nervous. Yet there is some evidence that the global economy may be at an inflection point.

Niall Ferguson | 1.25 CE

George Soros may be wrong about global deflation for four reasons. But if Trump wins the Republican nomination and then the presidency, all bets will be off.

The lesson of history is that British isolationism is a trigger for continental disintegration. A vote for Brexit will mean Britain will have to "Breturn" sooner or later, to sort out the ensuing mess.

Throughout Symposium 2013, PortfolioConstruction Forum Publisher and Symposium Moderator, Graham Rich, presented Video Thought Pieces in which leading global investment experts shared their thoughts on investment challenges. This video featured Niall Ferguson talking about the great degeneration.

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...