Resources
GIC Board Member, J. Paul Horne
Three years after the worst financial-economic crisis since the 1930s began; a new international financial, regulatory and fiscal architecture has emerged.
Read moreGIC Member, Michael Drury, Chief Economist, McVean Trading & Investments
I am traveling tonight to Santiago, Chile for a conference sponsored by the Global Interdependence Center. I have been asked to discuss the question “Is monetary policy affecting commodity inflation?” and have included the presentation for our clients and friends below.
Read moreGIC Member and Chief Global Economist, Cumberland Advisors, Bill Witherell
A year ago, my colleague David Kotok wrote a Commentary entitled “2010: The Year to Focus on Sovereign Debt.” That has certainly proved to be correct. The year that is drawing to a close witnessed a welcome recovery in the global economy that was overshadowed by a fiscal crisis in the periphery of the eurozone [...]
Read moreGIC Chair, Bill Dunkelberg: Treasury Dept. and Small Business
Dr. William Dunkelberg, provided a Guest Commentary for Cumberland Advisors’ daily Market Commentary on October 14, 2010.
Read moreFormer GIC Speaker, Howard Simons: Age, Confidence And Financial Markets: Older Not Bolder
The most predictable report in our regular repertoire over the past year has been on monthly mutual fund flow data. The U.S. investor collectively is willing to assume duration and credit risk while shunning equity risk even as stocks become increasingly attractive on a relative valuation basis.
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