Showing posts with label sovereign wealth funds. Show all posts
Showing posts with label sovereign wealth funds. Show all posts

April 18, 2008

Sovereign wealth funds - what China will do next?

Sovereign wealth funds hold several trillion dollars. What will they do? Most was in long term Federal Bonds. Expect sovereign wealth fund managers to diversify into banking, technology, pharmaceuticals, manufacturing, mining and oil industry as well as real estate if prices fall further. Selling dollars on large scale is unlikely since it would lower dollar value and value of their remaining dollar investments. Video by conference keynote Futurist speaker Dr Patrick Dixon, author Futurewise. Sovereign wealth, funds, management, dollar, US economy, outlook, fall, rise, investments, portfolio, economic trends, emerging markets, patrick dixon

April 17, 2008

Strong dollar or weak dollar -- emotional issue for US

Bob McTeer (formerly part of Federal Reserve Board) has talked about possibility of a weaker dollar and why important in stimulating growth. Had a negative reaction from some of American public. Trade imbalance, competitiveness, exports growth, balance of payments. Behaviour of Sovereign Wealth Funds. Switch from Dollars to Euros. Foreign direct investment. Inward capital flows. Crash, depression, recession. Why do people blame Alan Greenspan for the sub-prime crisis? He lead the Federal Reserve Board during the dot-com crash, 9/11 and following years when interest rates in the US fell as low as 1% and America came close to deflation. These low interest years are now blamed for the housing boom, the flood of bad loans and the sub-prime crisis. But is this fair criticism of past economic events in America, with money supply issues, rising unemployment, falling or static economic output in early 2002? Video by keynote conference speaker Dr Patrick Dixon, Futurist and author of 12 books on global trends. Euro, sterling, currency, inflation, central bank, bank, England, interest, rates, control, economy, growth, recession, economic.

Alan Greenspan, Federal Reserve, America, American, output, unemployment, 9/11, dotcom, dot-com, bubble, housing, house, price, crash, burst, falling, Euro, sterling, currency, inflation, central bank, bank, England, interest, rates, control, economy, growth, recession, economic

March 21, 2008

Sovereign funds - national tensions - future trends?

China, Russia, UAE and other nations buying national assets. Sovereign wealth funds size and growth. Investment policy, transparency, reaction and regulation. National interest and conflict. Controversy. Link to private equity and buyouts. Rescue of banks and financial institutions. Future fund manager decisions and government policies to hold dollar or euro reserves. Switch from dollars to euros. Oil revenues boost sovereign fund wealth. American foreign policy interests. Foreign ownership of utilities, ports, airports, stock exchanges and other national assets. Conference keynote speaker and Futurist Dr Patrick Dixon.

July 29, 2005

Future of Fund Mangement and Related Issues - Dr Patrick Dixon for ICBI 2005

Future of Fund Mangement and Related Issues - Dr Patrick Dixon for ICBI 2005

Interesting how few fund managers believe their actively managed retail equity funds are worth investing in.

Most of the fund managers at the ICBI conference had little confidence in their own funds - according to the straw poll in my own plenary.

Best value: tracker funds