Carl Otto is Cordiant's Co-Founder and Chairman Emeritus. During his 50-plus years as an investor, researcher and counsellor, Carl has built a stellar reputation. Widely respected for his thoughtful insights and forward-thinking views, Carl shares his perspectives on the issues affecting investment professionals today.

May 2010: Misconception of Liquidity

April 2010: China in Africa

March 2010: Debt versus Growth

February 2010: India Update

January 2010: New Observations on Demographic Megatrends