from Follow the Money

Gone fishing; back in two weeks

July 5, 2009

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Blog posts represent the views of CFR fellows and staff and not those of CFR, which takes no institutional positions.

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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.

Enjoy.

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