This web site uses cookies; by continuing to browse you consent to our cookies usage. See our policy for more details.


Kenneth Abrams

Equity Portfolio Manager

Natasha Brook-Walters

Fixed Income Portfolio Manager

Frank Catrickes, CFA, CMT

Equity Portfolio Manager

Robert Deresiewicz, MD

Global Industry Analyst

Campe Goodman, CFA

Fixed Income Portfolio Manager

Jens Larsen, PhD


David Lundgren, CFA, CMT

Technical Analyst

Santiago Millán, CFA


Ronan McCullough

Fixed Income Trader

Sara Ogiony Carpi, CFA

Global Industry Analyst

Terry (Zhaohuan) Tian, CFA

Equity Research Analyst

Yinglei (Isaac) Yu, CFA

Global Derivatives Strategist

Alex Zarechnak

Equity Research Analyst

Publication date: Aug 2016

Good reads: Books we couldn't put down

Macro and market | Appears in: Alternatives, Business practices, Equity, Fixed income, Macroanalysis, Multi-asset

We asked some of our investment professionals for books they have been reading.

Kenny Abrams

Kenny Abrams Equity Portfolio Manager
Clean Disruption of Energy and Transportation
By Tony Seba

“A compelling look at how, in the author’s view, Silicon Valley could make oil, nuclear energy, natural gas, coal, electric utilities, and conventional cars obsolete by 2030.”

Natasha Brook-Walters

Natasha Brook-Walters, Associate Director Fixed Income
When Breath Becomes Air
By Paul Kalanithi

“This book offers insightful reflections on what makes life worth living from a physician diagnosed with stage IV lung cancer. The author's ability to find hope when facing his own mortality was particularly powerful.”

Frank Catrickes

Frank Catrickes, CFA, CMT Equity Portfolio Manager
Reminiscences of a Stock Operator
By Edwin Lefèvre

Devil Take the Hindmost: A History of Financial Speculation
By Edward Chancellor

“Both books make you realize that everything that happens in markets today has happened before — manias, crashes, financial intervention, and so on. The only constant over the centuries is human behavior. It’s a great reminder of the need to be a student of the market.”

Robert Deresiewicz

Robert Deresiewicz, MD Global Industry Analyst
Mountains Beyond Mountains
By Tracy Kidder

“What really matters in this world and what does it mean to truly do your best? This deeply inspiring story of Dr. Paul Farmer, humanitarian, global health expert, and co-founder of Partners In Health, offers some perspective.”

Campe Goodman

Campe Goodman, CFA Fixed Income Portfolio Manager
Thinking, Fast and Slow
By Daniel Kahneman

“In my view, this is the authoritative book on cognitive biases, and a fun read too.”


Jens Larsen

Jens Larsen, PhD Macroanalyst
The End of Alchemy: Money, Banking, and the Future of the Global Economy
By Mervyn King

“A very well-written discussion of some of today’s global macro and policy issues. Even if you don’t agree with Lord King, it is impossible not to engage with the arguments that he puts forward on the European Economic and Monetary Union, bank regulation, and finance and economics more broadly, without learning something.”

David Lundgren

David Lundgren, CFA, CMT Technical Analyst
The Master Algorithm
By Pedro Domingos

“The author considers how the quest for the ultimate learning machine will remake our world.”

Santiago Millán

Santiago Millán, CFA Macroanalyst
Only Yesterday: An Informal History of the 1920s
By Frederick Lewis Allen

“Technology, financial markets, governance problems, and all the other things we deal with today are, in some ways, not so new.”

Ronan McCullough

Ronan McCullough Fixed Income Trader
Norwegian Wood: Chopping, Stacking, and Drying Wood the Scandinavian Way
By Lars Mytting

“Ostensibly a fact-filled book about wood as a source of domestic heat, this is in fact a reflection on traditional values and the importance of thorough preparation.”

Sara Ogiony

Sara Ogiony Carpi, CFA, Global Industry Analyst
By Geoff Smart and Randy Street

“This book articulated a process for evaluating people. I think these insights go beyond identifying talent. I believe they can be helpful in studying the effectiveness of management teams or in seeking to better understand our relationships with colleagues and clients.”

Terry (Zhaohuan) Tian

Terry (Zhaohuan) Tian, CFA Equity Research Analyst
Deng Xiaoping and the Transformation of China
By Ezra F. Vogel

“A great history of how China transformed into what it is today, this book can be very helpful in understanding why the country behaves in certain ways.”

Yinglei (Isaac) Yu

Yinglei (Isaac) Yu, CFA Global Derivatives Strategist
Low for Long? Causes and Consequences of Persistently Low Interest Rates: The 17th Geneva Report on the World Economy
By Charles Bean, Christian Broda, Takatoshi Ito, and Randall Kroszner

“This report examines the causes of the unusually low interest rates of recent years, asks whether they are likely to persist, and explores the possible consequences. The authors argue that demographic developments and Chinese financial integration have been important drivers of low rates, as has the shift in investor preferences towards safe assets since the global financial crisis. But some of these forces are likely to reverse in the future, suggesting that the current period of unusually low interest rates is unlikely to persist indefinitely.”

Alex Zarechnak

Alex Zarechnak Equity Research Analyst
The Idiot
By Fyodor Dostoyevsky

“There are insights into Russia — mostly bad (how venal and ugly its rulers have tended to be) but some good (Russians’ capacity for idealism, rare in the world). More importantly, the book is an intense reminder that there is good and evil in the world, and that the struggle to be good is a worthy one.”