Posts Tagged Gareth Witten

Can we Forecast Recessions?

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Some Recent Observations of Demographics & Budget Deficits

Written by Gareth Witten via Investor Literature. Doing scenario analysis for clients is extremely exciting and rewarding because it allows me to take the “outside view” for firms in different countries. It also allows me to make sense of some of the emerging trends that I can

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Still waiting for a hedge fund summer? Canadian hedge fund strategies value-add & diversification

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Three sheep for your two wine casts? Why US trade wars should have little to do with trade deficits

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Stock Selection has the Potential for 3-4 Times More Returns than Asset Allocation…but asset allocation is easier

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4 Scenarios for the Global Game

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Will AI Take Over Active Fund Management?

Written by Gareth Witten via Global Risk Institute.  The invasion of artificial intelligence algorithms in many different fields from finance and autonomous cars to diagnosing and recommending treatment plans have dominated the public media and academic literature (see The Economist Special Report, 25 June 2016). The number

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What does recent M&A volume declines say about the stock market?

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May the Bugs Be With You!

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Can “Alternative Data” Sources Complement Your Investment Process?

Written by Gareth Witten via Investor Literature  I recently finished a workshop for a company where I took the executive team through some scenarios for their industry. I can’t share the exact company or scenarios with you but I hope to give you a sense of how

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