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Global Economic Perspective: November

Global Economic Perspective: November

Perspective from Franklin Templeton Fixed Income Group® In This Issue: Fundamentals Reassert Themselves Ahead of Likely US Rate Rise We fully expect a tightening US labor market and robust consumer spending to progressively push inflation higher—one more reason for the […]

US Financials Tend To Outperform When Fed Tightens: Source

US Financials Tend To Outperform When Fed Tightens: Source

Sifting through historical evidence, the analysts at Source conclude that U.S. financials tend to outperform when the Fed starts tightening. Paul Jackson and András Vig at Source state in their November 15, 2015 research note titled: “What’s the price of […]

A Conversation With Cliff Asness

A Conversation With Cliff Asness

A Conversation With Cliff Asness by The Mercatus Center at George Mason University  Tyler and investment strategist Cliff Asness discuss momentum and value investing strategies, disagreeing with Eugene Fama, Marvel vs. DC, the inscrutability of risk, high frequency trading, the […]

Chipping Away At Financial Reporting Quality

Chipping Away At Financial Reporting Quality

Chipping Away At Financial Reporting Quality Lee Biggerstaff Miami University of Ohio – Department of Finance David C. Cicero University of Alabama – Culverhouse College of Commerce & Business Administration Bradley A. Goldie Miami University Lauren C. Reid University of […]

Last Sighting At The Machus Red Fox

Last Sighting At The Machus Red Fox

Last Sighting At The Machus Red Fox by Danielle DiMartino Booth Did the mafia assassinate JFK? Was Jimmy Hoffa the man behind the setup? Does the government put fluoride in our water to gain control of our minds? Was the […]