These posts are related to the topic of this conference

Lesson Eight: Currency Hedging (Check Your Reserves)

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Hedge ratios must differ for reserve, non-reserve currencies.

Cut U.S. Treasuries: China Advisor

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Buy gold instead.

de Bever Cools on Infrastructure

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Barriers: regulatory risk, high costs.

Shaken, Not Stirred

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"Q" meets Shiller's CAPE.

When It Makes Sense to Do It Yourself

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Large pension funds pare back external investment managers.

Chronicle of Currency Collapses

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Finding: economic losses materialize before the crash.

Funded Ratios Tumble in U.S.

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9.5 % decline since start of 2010.

Commodities as Inflation Hedge

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Don't put all your eggs in one basket: AllianceBernstein.

Lesson Seven: Rebalancing worked (again)

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There's also a fine line between procedure and judgement.

Beyond Leverage Ratios

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Understanding hedge funds and risk.

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