I’ll be away for most of the next two weeks — and do not intend to post from the road. But I have lined up two excellent guest bloggers: Rachel Ziemba of RGEMonitor and Mark Dow of Pharo Management, a hedge fund.
Rachel Ziemba co-wrote several papers on the Gulf’s sovereign funds with me, and has guest-blogged here in the past; and
Mark Dow is a former Treasury and IMF economist who migrated over time to the world of money management. I got to know Mark when he was managing an emerging market bond portfolio, but at Pharo his investments range widely across countries and assets classes — and he has promised to try to help elucidate the sometimes evasive link between markets and economics.