Brexit: Brewing Tempest, or Much Ado about Nothing?
On June 23, United Kingdom citizens will vote on whether to stay in or exit the European Union. A vote … Read more
On June 23, United Kingdom citizens will vote on whether to stay in or exit the European Union. A vote … Read more
While the monthly employment report is a primary focus for the money and bond markets, this month’s release was not … Read more
It is hard being stuck in the middle. Just look at mid-cap stocks. On a historical basis, mid-caps outperform their … Read more
In the face of a 2016 that has, in many ways, involved a 180-degree turnaround from what worked well in … Read more
The Case for a Structurally Weak Yen As Japan ponders more aggressive use of fiscal policy, it is important to … Read more
Global Fixed Income: Let’s Go to the Videotape As we celebrate the unofficial start of summer, fixed income investors may … Read more
U.S. Treasuries: What If…? And so it begins…the conjecture surrounding Federal Reserve (Fed) policy. The money and bond markets are … Read more
Japanese money has been flooding global markets: Japanese investors bought about $110 billion in global securities in the four months … Read more
Japan has been one of the hardest-hit markets in 2016. The Bank of Japan’s (BOJ) experiment with a negative interest … Read more
Japanese policy makers are poised to deliver added pro-growth stimulus in the coming months. In our view, it will be … Read more
During my recent trip to India, I met with Hemen Modi, head of investor relations at Reliance Industries, the second … Read more
With the first quarter of 2016 in the books, investors have been receiving economic data concerning how the three-month period … Read more
The latest weakness in the U.S. dollar has a number of investors re-examining the case for currency hedging their foreign … Read more
As the first quarter of 2016 has drawn to a close, investors in developed international equities have faced challenges, to … Read more
In my recent India visit, I interacted with C-level management of the top four largest banks in India, which collectively … Read more