Philosophy, politics and economics

Andreas Koester, CFA and Matthew Richards, CFA  | UBS Asset Management  | 30 January 2012

Investors will need to major in three subjects to get asset allocation decisions right in 2012.

An important source of world leaders is the University of Oxford undergraduate degree in philosophy, politics and economics (PPE), which has produced a host of luminaries including David Cameron and Aung San Suu Kyi. For investors, these three subjects - philosophy, politics and economics - will be important in 2012. While the familiar discipline of economic...