Tag: brazil

Brazil Takes A Cautious Step Forward

Brazil Takes A Cautious Step Forward

Brazil Takes A Cautious Step Forward by Shamaila Khan, Fernando J. Losada & Marco Santamaria – Alliance Bernstein A deep recession and a massive corruption scandal have kept many investors away from Latin America’s biggest economy. But as a new […]

The Hunt For Alpha In Fixed Income

The Hunt For Alpha In Fixed Income

The Hunt For Alpha In Fixed Income by Pat Reilly – FactSet Low rates and the search for yield are an old story, but today that story has a new twist. The past several months have seen an increasing level […]

Brazil

Brazil: no longer the country of the future?

Brazil: no longer the country of the future? Melvyn Levitsky, University of Michigan When I first served in Brazil in the mid-1960s as a young American diplomat stationed at a small consulate in Belem on the mouth of the Amazon […]

SPX Nimitz April 2016 Letter – A New Direction

SPX Nimitz April 2016 Letter – A New Direction

SPX Nimitz letter for the month ended April 30, 2016. Dear investors, Prices of risk assets continued to recover and sentiment again improved in April. Equities made gains on emerging-market and developed-country exchanges alike; the US dollar weakened against other […]

Triggers For The Next Phase Of The Investment Cycle

Triggers For The Next Phase Of The Investment Cycle

Triggers For The Next Phase Of The Investment Cycle by Standard Life Investments When a variety of economic, political and market factors give conflicting signals, it is important to examine the deeper fundamentals of the investment cycle. Triggers For The […]