Attention Economy


Wednesday, November 4, 2015

Market Risk Assessment

Hedge Funds and Bad Bets on Commodities
From the WSJ:
“BlackRock fund manager Evy Hambro’s wager on Congo gold shows how conservative investors, once averse to such plays, took more risk during the commodities boom—at their peril.”

‘Brexit’ and Political Risk Assessment
Should UK face a ratings downgrade if some politicians persist with push to get Britain out of the EU?
http://www.telegraph.co.uk/finance/economics/11974221/One-in-three-chance-Britain-will-leave-the-EU-warns-Morgan-Stanley.html