Beyond Bulls & Bears

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Global Economic Perspective: May

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India’s Landmark Election: A New Direction

As investors in India’s equity markets, we hope the recent election will lead to the creation of a stable government that is able to overcome what we regard as the prevailing political paralysis and push through major reforms awaiting government approval.

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Pacific Powers: Australia and Japan

Australia’s economy and market, in some respects, appear as if they have been on a treadmill without an off switch.

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Emerging Markets: Ugly Duckling or Swan?

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Thoughts on Investing in Convertible Securities

Convertibles can offer participation in the capital appreciation potential of common stocks while the bond component provides interest payments and a claim to principal.

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Taking Emotion out of Taking Risk