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Barron’s (November 12)

2023/ 11/ 13 by jd in Global News

“Germany’s economy, historically the powerhouse of Europe, is going through a rough patch. Its reliance on Russian energy and trade with China will have to be scaled back and new sources of growth found.” The nation’s GDP “declined in the third quarter, bringing down the rest of the euro zone with it,” and the OECD now “expects Germany to be the second worst performer in its group of 30 advanced economies this year, ahead only of Argentina.”

 

Institutional Investor (August 29)

2022/ 08/ 31 by jd in Global News

“Now that investors can get factor-based funds on the cheap, they’re pushing quants in new directions.” This presents new challenges. “One is a move away from a heavy reliance on decades of historical data and back tests to tying this in-depth research to the realities of the current economic and market environment.” Another challenge is “getting the right people” to do this. “Many quant managers historically hired people with expertise in data,” but “now it’s the background in economics and finance that’s become critical.”

 

Bloomberg (October 25)

2021/ 10/ 25 by jd in Global News

“China’s economy risks slowing faster than global investors realize as President Xi Jinping’s push to cut its reliance on real estate and regulate sectors from education to technology combine with a power shortage and the pandemic.”

 

Financial Times (June 7)

2017/ 06/ 10 by jd in Global News

“Change seems inevitable. Japan’s traditional reliance on seniority-based management is crumbling fast, and there is a clear sense of alarm as Toyota, Panasonic and Sony all talk about hiring international talent with both the broader skills and mindset to survive the next wave of technological innovation.”

 

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