Bridge over ocean
17 October 2014 Multimedia

Myths of Financial Theory and Emerging Markets

  1. Jerome Booth

Jerome Booth argues that 80% of financial theory is not fit for purpose and describes how investors in the developed world cannot afford to ignore emerging markets. Proper asset allocation requires a strategic view about macro-economic forces, like funds flows, and geopolitical factors rather than traditional optimization models.

The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.

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