In my June 2011 article “Is it Time to Rethink Sovereign Debt” I described how, “…in our globalised economy, no country is an island.  Every nation has internal debt (owed to lenders within a country- often that countries citizens or banks) and external debt (owed to foreign lenders- often other…

Thought Economics

“..It is hard to overestimate how much is at stake for the world after the sudden death of Kim Jong Il, the North Korean despot, on December 17th…” wrote the Economist.  Political leaders (particularly those in the West) looked on as this poverty stricken failed state (armed with nuclear weapons)…

Thought Economics

Guest article written for AllAboutAlpha.com – the official publication of the  Chartered Alternative Investment Analyst (CAIA) Association originally posted at: http://allaboutalpha.com/blog/2011/12/15/alpha-hunters-investing-in-global-development/ From our ‘developed world viewpoint‘ it is sometimes easy for us to forget that there was a time when the United States and Europe were (as we would classify…

Thought Economics

Guest article written for AllAboutAlpha.com – the official publication of the  Chartered Alternative Investment Analyst (CAIA) Association originally posted at: http://allaboutalpha.com/blog/2011/12/01/new-techniques-to-manage-sovereign-credit-risk/ In a recent paper entitled Managing Sovereign Credit Risk in Bond Portfolios (Bruder, Hereil & Roncalli October 2011) the writers assert that, “…with the recent development of the European…

Thought Economics

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