Beyond Bulls & Bears

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Reducing Rate Risk in Fixed Income

Regardless of how the fundamentals of the eurozone, the EU or Europe are presented, we believe investors should avoid viewing these units as homogenous.

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Labor Market Clues for Bond Investors

We wouldn’t anticipate a dramatic reaction from the US economy to higher rates, particularly if they come gradually, which is what we’d expect.

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Unleashing Africa’s Potential

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Climbing a Wall of Worry?

We recognize there are global uncertainties in the markets right now that will cause investors to worry at times. When those worries are enough to cause selling, as we see it, that’s where the opportunity comes in.

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Biotech Boom, or Bubble?

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Taking a Global Bond View