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The Pain Report - video presentations presented by PortfolioConstruction Forum
Jonathan Pain is regular key note presenter at PortfolioConstruction Forum's professional development programs, where over the years, he has debuted new investment theses and challenged delegates about how to build better quality investor portfolios... |
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In the past few weeks, it's become clear that Italy must now be included in the group of submerging economies - and that portfolios should become more cautious and defensive...
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Jonathan joined us to explain why it's become clear that Italy must now be included in the group of submerging economies - and that portfolios should become more cautious and defensive.
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Jonathan Pain joined us for the PortfolioConstruction Conference 2010 to introduce delegates to his (then) new thesis: that the world is now divided between those nations that are submerging and those that are emerging, with the critical question being: "Can the emerging world can spend enough to save the submerging world or will we need an Intergalactic Monetary Fund?" And is it not a simple truth that the vast majority of international equity portfolios are dominated by the submerging nations Slides >
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Our opening keynote session at the 2009 PortfolioConstruction Conference featured Jonathan debating the likely shape of the global economic recovery, and the implications for markets and portfolios. Slides >
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The Global Financial Crisis was only a few months in when as our opening keynote speaker at the inaugural PortfolioConstruction Forum Markets Summit 2009, Jonathan shared his unique perspectives on what lay ahead for the global econonmy over over the next one to three years. Podcast > Slides >
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Jonathan Pain is Editor of The Pain Report, which provides an independent perspective on the outlook
for the global financial markets and world economy, free of Wall Street
spin. |
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