Beyond Bulls & Bears

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Fixed Income

Developments in Islamic Finance

The growth of Islamic finance in terms of both value and the proliferation of countries participating clearly demonstrates to us solid and sustainable levels of demand for the industry and its underlying values.

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Equity

Note to Central Banks: Equity Markets Are Not Your Problem

At some point, I believe we need to disengage from stimulus spending. If world economies can only survive if they are given cheap money—and tons of it—in my view it would mark the failure of the market economy.

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Global Economic Perspective: November

While China’s manufacturing sector—which drove China’s rise to its place as the world’s second-largest economy—has been losing steam, it is being supplanted by a domestic, consumer-led economy propelled by a rising middle class with growing income. Other Asian countries are on a similar trajectory.

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Equity

Finding Positives in a ‘Lower for Longer’ Environment

Even if we do see interest rates rise in the United States and/or the United Kingdom—possibly before the end of this year—it doesn’t necessarily mean equity investors should panic, because we think it is something that can be absorbed.

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A Decisive Monetary Policy Approach Is About More Than Economics

With monetary policy divergence between the developed world’s three most influential central banks set to continue, it seems clear to us that the need for a decisiveness of approach extends beyond a simple economic argument.

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Alternatives

Japan: The Quest for Growth and Inflation

Abenomics [in Japan] constitutes a true regime change and has already had a significant impact—but the road to sustainably higher growth and inflation is still long.

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India Isn’t Just Another BRIC In The Wall

The worst of India’s prolonged slowdown seems to be in its rear-view mirror: We believe growth is likely to revert to long-term trends in the near to medium term.

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Equity

Meet the Manager: Michael McCarthy

Our analysts enjoy researching smaller companies that the rest of Wall Street tends to pay less attention to. Good research can definitely make a difference.