Global Investing

Ask the audience

January 22, 2009

No sign at a Fitch Ratings briefing today that things will get much better this year for emerging market debt. The 100 or so mainly industry attendees were asked to give their thoughts using a machine not unlike the “Ask the Audience” gadget seen on “Who Wants to be a Millionaire”.

Bah Humbug

December 4, 2008

Value managers and contrarian analysts long derided as permanent bears have been poking their heads out of the woods to bring some early Christmas cheer to delegates assembled at the CFA Institute’s European Conference in Amstedam.