The Secrets of Value Investing

Guest article written for AllAboutAlpha.com – the official publication of the  Chartered Alternative Investment Analyst (CAIA) Association Originally posted at: http://allaboutalpha.com/blog/2012/03/29/alpha-hunter-lauren-templeton-on-generating-alpha-from-value-investing/ Value investing has been a successful strategy for many investors since the earliest days of equity markets.  The principle is quite simple.  Investors select stocks they feel are trading for artificially less than their intrinsic values and hence are (significantly) undervalued by the marketplace. Sir Jon Templeton was a pioneer in this field  He began…

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When You Can’t Trust Economics

Has Conflict of Interest Created a Check-Mate in the Reporting of Economic Data? In February 2012 The Economist took an astonishing step, removing Argentina from their much respected financial indicators page.   Their rationale being that, “…since 2007 Argentina’s government has published inflation figures that almost nobody believes. These show prices as having risen by between 5% and 11% a year. Independent economists, provincial statistical offices and surveys of inflation expectations have all put the rate…

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Investing in China

Guest article written for AllAboutAlpha.com – the official publication of the  Chartered Alternative Investment Analyst (CAIA) Association Originally posted at: http://allaboutalpha.com/blog/2012/03/01/alpha-hunter-louis-vincent-gave-on-opportunities-in-china/ In a 2010 working paper titled “The Chinese Economy: Myths and Realities” Lawrence Lau of the Institute of Global Economics and Finance at The Chinese University of Hong Kong notes that, “China has made tremendous progress in its economic development since it began its economic reform and opened to the World in 1978. China is…

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Money and Human Development

In these exclusive interviews we speak to Prof. Jacques Attali (Former adviser to President François Mitterrand, first president of the European Bank for Reconstruction and Development and ranked as one of the top 100 public intellectuals in the world) and Dr. Tilman Ehrbeck (CEO of the Consultative Group to Assist the Poor – CGAP). We discuss the state of financial inclusion globally and look deeper into how microfinance, technology and other instruments are working to eradicate poverty and bring opportunity to billions worldwide.

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