Beyond Bulls & Bears

Card image cap

Exporting the “Bacon Genie” and Other Reasons to Be Bullish

The global economy is at a crossroad of sorts, facing a paradigm shift that is necessary for sustainable growth in the future. In our view, modifications in policy and consumer behavior will be requisite in both developed and emerging nations.

Card image cap

Are European Profits Poised for a Comeback?

I believe the positive (earnings) trend will continue due to a handful of macro factors including labour reforms, lower borrowing costs and, especially, the depreciated euro, which all could help companies grow their profits.

Card image cap

Looking Beyond the Babble over Bubbles

Longer term, we do not think an increase in interest rates would necessarily be a negative for equity markets, particularly because a return to normal rates would be regarded as a sign of the Fed's confidence in the strength of the US economy and its belief that the economy could stand on its own.

Card image cap

European Equities: Still a Contrarian Play?

Card image cap

India in Transition

Card image cap

US Averts Crisis for Now, But Will Investors Lose Faith?

Card image cap

Politics Secondary to US Equity Fundamentals

Card image cap

German Elections: A Stockpicker’s View

Card image cap

Bridging the Gap: Global Listed Infrastructure

Card image cap

A Templeton View From Beijing