The Global Economy Is Slowing. What Should Policymakers Do?
Speaking at Callan’s National Conference earlier this year, economist Raghuram Rajan discussed the state of the world’s economy as it entered 2019. At that time, most countries were experiencing a slowdown in economic growth and anticipated muted gains over the coming year. The reasons for the malaise differ from country to country. Or, as he […]
ESG and Investment Theory and Design
At Callan’s recent National Conference, our guest speakers tackled the major issues and themes facing institutional investors in the coming years. We’ll cover the highlights of their comments in a series of posts. This is the fourth; the first appeared here, the second here, and the third here. In a panel moderated by comedian and former venture capitalist Dhaya Lakshminarayanan, […]
Aging and Financial Decisions
At Callan’s National Conference, Hal Hershfield of UCLA and Raphael Schoenle of Brandeis discussed misperceptions about aging.
The New Faces of Cybersecurity
R. David Edelman, a former technology adviser in the Obama administration now at the Massachusetts Institute of Technology, focused his talk at Callan’s National Conference on what he called the “new faces of cybersecurity.”
Trade Wars and Other Risks to the Global Economy
Zanny Minton Beddoes, the editor-in-chief of The Economist, highlighted the “extraordinary dichotomy” between the political realm, full of grim news, and the global economy and financial markets, which are remarkably strong. The focus for investors, she said, should be to take a stance on which of those two views is right: Should they believe in the strength of the economy or take a signal from the bad political news?
2017 National Conference: On Challenges for Institutional Investors
Callan’s 37th annual National Conference drew a range of high-profile speakers. This final post recaps their views on the array of challenges institutional investors face; previous ones appear here, here, and here. Ben Inker of GMO (at right in photo) and Cliff Asness of AQR discussed how to create a portfolio—given a “clean sheet of […]
‘Perfect Capitalism’ and the Future of Technology
Callan’s 37th annual National Conference drew a range of high-profile speakers. This post and others (previous ones here and here) will recap their views on key economic and geopolitical issues. Dr. Michio Kaku, a professor of physics at the City University of New York and author of Physics of the Future, boldly set out how he feels the next 50 to 100 […]
2017 National Conference: On Long-Term Financial and Economic Trends
Callan’s 37th annual National Conference in January drew a range of high-profile speakers who touched on a diverse slate of topics in their talks for the more than 500 attendees, which included plan fiduciaries, chief investment officers, and investment managers. This post and others (previous post here) will recap their views on key economic and geopolitical […]
2017 National Conference: On the Rising Opposition to Globalization
Callan’s 37th annual National Conference drew a range of high-profile speakers who touched on a diverse slate of topics in their talks for the more than 500 people who attended this year’s event. This post and ones later will recap their views on key economic and geopolitical issues. This year’s conference came in the wake […]