from Global Markets Forum Dashboard:

Hedge fund pool shrinks as assets grow, clients still bet on alpha – Steinbrugge

December 11, 2014

The hedge fund industry is on track to finish out the year both with record assets and a huge chunk of fund closures. Of the 240 funds launched in the third quarter 200 were liquidated, according to data from Hedge Fund Research. Year-to-date through September's end, there were 814 launches and 661 liquidations, HFR data showed.

from Global Markets Forum Dashboard:

Sell, baby, sell: Sinking oil prices among global headwinds into 2015: Canadian fund manager, US economist

December 10, 2014

The rout in oil will have wider reaching consequences yet.

The Organization of Petroleum Exporting Countries’ decision not to cut production amid slowing demand coupled with large increases in U.S. oil output has skimmed some $40 off a barrel of oil inside of five months.

from Global Markets Forum Dashboard:

Equity bull market ongoing as Fed interest rate raise “years away” – Cumberland’s Kotok

December 3, 2014

The Dow Jones Industrial Average hit a record high for the third straight day this week. The S&P 500, since breaking the 2,000 level on Oct. 31 has since remained above that level.

from Global Markets Forum Dashboard:

Aberdeen asset manager focuses on value amid market turmoil

October 29, 2014

Volatility has cooled for the moment, even as the U.S. Federal Reserve lifted its quantitative easing program on Wednesday, but Europe, China and Brazil are still concerns for financial markets, according to a veteran investment manager.

from Global Markets Forum Dashboard:

Sinking mortgage rates disguise investor fear – economist

October 27, 2014

A dip in 30-year mortgage rates to their lowest level in more than a year and stronger U.S. housing data on Friday appeared to be the green shoots of the next phase of U.S. economic recovery, that being the housing market.

from Global Markets Forum Dashboard:

Ebola will not be the last global epidemic, time to hit the reset button on how we treat it – author

October 23, 2014

(Updates with current news on New York City doctor testing positive for Ebola and World Health Organization's expectations for a vaccine.)

from Global Markets Forum Dashboard:

China economic reforms may result in $14.4 trillion GDP, growth at 6 percent – Asia Society report

October 23, 2014

Sweeping economic reform initiated by China President Xi Jinping in November 2013 marked a turning point for the world's second biggest economy. If implemented fully, China's potential GDP growth can be sustained at 6 percent through 2020. One risk: Falling short of that growth rate could result in growth at half that projection, or worse, leading to a new economic crisis, according to a new study.

from Global Markets Forum Dashboard:

Ebola’s “worst case” economic impact may total more than $40 billion – World Bank’s Evans

October 6, 2014

As world leaders gather this week for the annual International Monetary Fund and World Bank  autumn meetings, Ebola will be top on the list of priorities. Apart from the human toll, the economic impact will be felt for at least a couple of years, said David Evans, senior economist of the World Bank’s Africa Division.

from Global Investing:

Steroids, punch bowls and the music still playing: stocks dance into 2014

November 21, 2013

Four years into the stock market party fueled by a punch bowl overflowing with trillions of dollars of central bank liquidity, you'd think a hangover might be looming.

from Global Investing:

‘Peace-ing’ together the world…

September 21, 2013

If only it were this easy.

 

The United Nations General Assembly begins its annual meeting next week with the overhang of chemical weapons diplomacy in Syria and a diplomatic dance over Iran’s nuclear aspirations (and the distrust by much of the West of Tehran’s intentions). That creates a tantalizing prospect of the two, U.S. President Barack Obama and Iranian President Hassan Rouhani, taking a face-to-face spin together on the global stage.