Monthly Archives: January 2014

Christian Ulbrich: Why celebrating failure can help Europe’s digital success

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Christian Ulbrich (image)What an inspiring start to the day! An early morning breakfast meeting illuminated by three very different personalities who have all demonstrated tremendous success in the digital world. Unsurprisingly they were all Americans. I found myself wishing that the whole of Europe could have listened in, it would have been a great wake-up call.

It isn’t new news that digitalisation is changing… Read More

Jon Zehner: Perspectives of the long-term investor

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Jon ZehnerA little harder to get preened this morning after a busy day and night. The snow falling this morning makes it important to keep my feathers clean and puffed-out to stay warm (good thing that I am a snow goose). Interesting conversations yesterday amongst the long-term investor/Wandering Albatross community.

Topics included:

 

  • The high energy costs in Europe,
  • The relative lack of monetary easing in Europe
  • Read More

Anuj Puri: BRICS In Mid-Life Crisis?

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Anuj Puri

Yesterday’s session on the BRICS countries made me realize how quickly times change. Just a few years ago, BRICS was considered the lodestone for investment success – today, the sheen appears to have faded. The massive amount of foreign capital that was pumped into Brazil, Russia, India, China and South Africa would have had to pay off very handsomely for the… Read More

Sheila Penrose: Optimism – in the short term at least

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Sheila PenroseAs I talk to business leaders — and, yes, uncover a few business leads — and hear from session speakers here, the message on the global economy seems consistent… optimism with a note of caution, and with a short-term horizon.

There’s general agreement that things are on the upswing – albeit muted – in the developed economies, with the U.S.… Read More