Links 8 August 2014 (members)

Leith van Onselen

Thursday 7 August 2014

Global Macro / Markets / Investing:

Are frontier markets overheated? – Wall Street Journal
The trend for emerging markets is finally looking up – Dana Lyons
The 2000s really were a bad time to be an investor – Irrelevant Investor
Individual investor sentiment has backed off – Bespoke
How a focus on yield leads investors astray – Aleph Blog
Macro hedge funds are having a tough time of it – Wall Street Journal

North America:

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About the author

Leith van Onselen is Chief Economist at the MB Fund and MB Super. He is also a co-founder of MacroBusiness. Leith has previously worked at the Australian Treasury, Victorian Treasury and Goldman Sachs.