Vikas Shah MBE Interviews the world's leading thinkers, and the people shaping the century.

The Economics of Branding

An Interview with Interbrand Chairman, Rita Clifton In February 2012 in a paper titled, “The Role of Brands in Human Culture” I noted the significance of branding in our world.  To illustrate this, we should note that the top 10 global brands (as measured by the Interbrand index) have a combined value of over $432 billion (against their total market capitalisation of $1.7 trillion).  That means that 24% of the real economic value of these…

Continue Reading...

A Life Changing £600 Million

Guest article written for AllAboutAlpha.com – the official publication of the  Chartered Alternative Investment Analyst (CAIA) Association Originally posted at: http://allaboutalpha.com/blog/2012/04/30/a-life-changing-600-million/ Impact Investments are a maturing asset class.  These are investments that go beyond financial return to deliver a measurable positive social or environmental impacts for the beneficiaries they affect.  JP Morgan estimate that over the next decade, this asset class will constitute an investment opportunity of between US$400 billion and US$1 trillion, generating profits of…

Continue Reading...

Humanity’s Relationship with Animals

In this exclusive interview, we speak to Ingrid Newkirk (Co-Founder and President of PETA – People for the Ethical Treatment of Animals). We discuss the relationship of our species with the animal kingdom. We look at issues ranging from animal rights, to the use of animals for food, clothing, entertainment experimentation and more.

Continue Reading...

The Brand of Hedge Funds

Guest article written for AllAboutAlpha.com – the official publication of the  Chartered Alternative Investment Analyst (CAIA) Association Originally posted at: http://allaboutalpha.com/blog/2012/04/26/the-brand-of-hedge-funds/ With almost US$2 Trillion under management, the hedge fund industry is a significant component of the global financial market.  To put their size in context however, it is important to realise that the size of the world equity markets are around US$30 trillion, a factor of more than 10 times larger. During and immediately after…

Continue Reading...

Investing in Israel

Guest article written for AllAboutAlpha.com – the official publication of the  Chartered Alternative Investment Analyst (CAIA) Association Originally posted at: http://allaboutalpha.com/blog/2012/04/19/finding-alpha-in-israels-emerging-market/ Since the nation’s establishment in 1948, Israel has existed in a perpetual state of conflict.  There is little doubt that these conflicts have had a negative impact on the country’s stability and relations.  The BBC World Service Country Poll states that 49% of the more than 28,000 interviewed held a negative view on Israel’s influence…

Continue Reading...

Money Under the Corporate Mattress

It’s Time to Get Business Spending In March 2012, The Economist reported that UK corporate surpluses reached more than £700 billion last year, amounting to almost 6% of GDP. The United States told a similar story with the 1,100 non-financial corporations rated by Moody’s showing cash balances of over £1.24 trillion (almost 10% of US GDP)… and in Europe, a group of 30 larger cap non-financial corporations (as at June 2011) were sat on over…

Continue Reading...

The Role of SME’s in the UK Economy

In 1919, a man started a small business selling surplus groceries from a market stall in East London.  His first day’s sales were £4, giving a profit of £1 (around £178.00 in sales and £44.00 profit in today’s money).  Fast-forward around 90 years and this business now generates over £50 billion in annual revenue, employs around 472,000 people worldwide and generates £6,000 in profit every single minute of every single day.  This business is TESCO…

Continue Reading...

The True Scale of Global Crime

In this exclusive interview, we speak to Yury Fedotov (Executive Director of the United Nations Office on Drugs and Crime, UNODC). We discuss the scale of global crime looking at issues ranging from drugs and drug trafficking to money laundering, corruption, violence and even the illegal trade in human beings themselves.

Continue Reading...

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…

Continue Reading...

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…

Continue Reading...

Speaker