Beyond Bulls & Bears

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The International Attraction of MENA Markets

The Saudi Arabian cabinet has finally authorized foreign direct investment in locally listed equities, with market opening now targeted for the first half of 2015. This is unanimously viewed as a massive step forward for the region.

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Standing By Convictions in European Equities

I believe the European Central Bank (ECB) in June gave compelling new reasons for investors to take an active interest in Europe.

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Global Economic Perspective: July

Given the quickening pace of [US] growth, combined with continued improvements in employment, the expectation that inflation will stay at its current levels may turn out to be unjustified.

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Fixed Income Outlook: Moving From Zero

Our view is that if you think about fairly strong US economic growth in the neighborhood of 3%, combined with a gradual continued improvement in the employment figures, the expectation for inflation to stay at current levels may be somewhat optimistic, at least given historical context.

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Strategies for Income-Seeking Investors

We continue to be optimistic that the US economy will continue to experience modest growth and improvement, specifically in employment. Ultimately, that improvement should go hand-in-hand with a gradual normalization in interest rates.