Dec 24th 2014 International Selection Jeremy Grantham: «Career risk is likely to always dominate investing» A column by Jeremy Grantham, Chairman and Co-founder of GMO, about his investment philosophy.
Dec 23rd 2014 International Selection Howard Marks: «Investing is like playing tennis» A column by Howard Marks, chairman of Oaktree Capital, about his investment philosophy.
Dec 23rd 2014 Comment Keep the Internet Tax-Free Taxes on information and communications technology are the modern-day equivalent of eating the grain you were saving to plant next year. A column by Robert D. Atkinson.
Dec 19th 2014 International Selection «The monetary system is dangerously unanchored» William R. White, former chief economist of the Bank for International Settlements, is worried about extreme monetary policies worldwide. The SNB, by introducing negative interest rates, is trying to cope with these currents.
Dec 19th 2014 International Selection «I just hope the Fed thinks carefully about what it is doing» Jeffrey Gundlach, CEO of the investment firm DoubleLine, is bullish on the Dollar and worried that a rise in interest rates could cause an economic downturn in the United States.
Dec 15th 2014 Comment Europe’s Misguided Investment Mania Calling for more investment is superficially always attractive. The often-invoked investment gap is mostly a result of wishful thinking. A column by Daniel Gros.
Dec 11th 2014 Comment Can Japan Reboot? Japan’s experience holds lessons for Europe, the main one being that stimulus policies, though necessary in the short run to support demand, can't address long-term structural deficiencies. A column by Kenneth Rogoff.
Dec 11th 2014 Comment Ebola and Innovation Just as health-care systems in the developing world need to be strengthened, we also need to build up capacities to develop new solutions for similar challenges when they arise. A column by Muhammad Hamid Zaman.
Dec 8th 2014 Comment Balancing China’s external and internal imbalances Too few economists have recognized that Beijings politically difficult reforms, aimed at reducing the savings rate, are necessarily constrained by pressures on China’s external imbalance. A column by Michael Pettis.
Dec 3rd 2014 International Selection «The stock market is hideously expensive» James Montier, the outspoken value investor and member of the asset allocation team of Boston-based GMO, talks about dangerously high valuations and the virtues of holding dry powder.
Dec 3rd 2014 Comment Europe’s German Ball and Chain A weak German economy makes the necessary structural adjustments in the eurozone periphery much more difficult. That heightens the temptation in these parts to put the blame on Berlin. A column by Daniel Gros.
Dec 2nd 2014 Comment How Europe Can Avoid Bridges to Nowhere The argument of the Juncker-proposal is compelling: Europe needs to invest in its infrastructure. Misallocation can be prevented by installing an indepedent supervisory commission. A column by Barry Eichengreen.
Finanz und Wirtschaft 
