Investment Opportunities in Europe and Asia
Based on his knowledge of current and historical trends in investing, macroeconomics, and politics, Anatole Kaletsky will compare and contrast attractiveness of investment opportunities in various asset classes in Europe and Asia. The presentation will touch upon the impact of the current trade war between the US and China on the Chinese and, by extension, Asian economies. The presenter will also comment on the impact of Brexit on the attractiveness of the European financial assets.
About the Speaker
Anatole Kaletsky is economic commentator for newspapers around the world in the Project Syndicate network and co-chairman of Gavekal Dragonomics, an economic consulting and asset management company based in Hong Kong and Beijing. He was the first chairman of the Institute for New Economic Thinking and serves on the boards of George Soros’s Open Society Foundation and of the JPMorgan Emerging Markets Investment Trust.
Before co-founding Gavekal, Anatole worked for 30 years as an economic journalist and columnist on The Economist, Financial Times, London Times, Reuters and New York Times, writing from London, Washington, New York and Moscow. From 1998 to 2001 he was also a member of the Royal Economic Society’s governing council.
Anatole’s journalism has been recognized by numerous awards including Newspaper Commentator of the Year, European Journalist of the Year and the Wincott Award for economic analysis. His book Capitalism 4.0, published in 2009 anticipated many of the post-crisis transformations of the global economy and was nominated for the Samuel Johnson Prize. His 1985 book, The Costs of Default was influential in the negotiations that followed the Latin American debt crisis.
Anatole was educated in mathematics at Cambridge and economics at Harvard, where he was a Kennedy Memorial Scholar, and he has an honorary Doctorate of Science from the University of Buckingham. He lives in London and Italy with his wife Fiona Murphy, a documentary film-maker, and they have three adult children, now working in the US.
Please note, attendees are asked to bring their own lunches.
There is no charge for Members for this event, however registration is required since space is limited.
Putnam Investments Auditorium
100 Federal Street
Ground Floor - Enter Through Federal Street Side
Boston, MA 02110
Registration is complimentary for members.
CE CreditCFA Boston has determined that this event qualifies for 1 CE credit hour under the guidelines of CFA Institute's Continuing Education Program. If you are a CFA Institute member, CE credit for your participation in this event will be automatically recorded in your CE tracking tool.