International Selection

Joseph Sullivan, CEO of the U.S. asset manager Legg Mason, spots opportunities in the space of equity products and in the segment of retail clients. Looking forward, he’s particularly optimistic for the U.S. stock market.

Barry Eichengreen, professor of economics and political science at Berkeley, warns that investors are being complacent if they think the Euro crisis is over.

President François Hollande has big problems with the necessary reforms. If he keeps practicing the art of compromise and diversions, France will keep sliding down the economic ladder. A commentary by Charles Wyplosz.

There is a risk that, by tempting policy complacency, this year’s expected economic upturn could end up being counterproductive.A column by Mohamed A. El-Erian.

The similarities between monetary policy today and in the late 1960s allows investors and economists to identify potential policy mistakes early on, before they manifest through rising inflation. A column by Joachim Klement.

Unlike, say, the French, the Dutch have responded to their past excesses with a series of policies designed to promote a return to work in the formal labor market. A column by Michael J. Boskin.

Given the likely tradeoffs between strategy and tactics – between long-term reforms and short-term growth imperatives – can Chinese policymakers accomplish all of their objectives? A column by Stephen S. Roach.

Because France is not yet willing to accept a common European state, we need an intermediate stage to preserve and stabilize the eurozone. A column by Hans-Werner Sinn.

Jeffrey Gundlach, CEO of the U.S. investment management firm DoubleLine, is concerned about the growing amount of speculation in equities and draws parallels between today’s markets and the dot-com boom.

Far too often, Western aid serves to assuage donors’ guilt rather than improve recipients’ plight. This is particularly the case when naïve assistance serves to reinforce a dysfunctional status quo. A column by Kenneth Rogoff.

Cities and countries would be ill-advised to focus on a few «clusters» and consolidate the value chains in their location, as is so often recommended. A column by Ricardo Hausmann.

There is still much to worry about, but the US economy has a better chance of achieving a significantly higher real growth rate in the new year than at any time since the downturn began. A column by Martin Feldstein.