Beyond Bulls & Bears

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Summer Slump Strikes Oil Again

The timing and the amount of (Iranian) oil that will find its way into the market are still hotly debated, and this will determine whether the return of Iranian barrels will be orderly or become disruptive to global markets.

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Europe: Back to Business

The main, very positive consequence of the Greek rescue agreement—even if nobody in Greece or in the eurozone at large seems to like it—is that Greece appears to be staying in the eurozone and the construct has been safeguarded.

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Greece’s Precarious Position

Given how fluid this situation is currently, attempting to assign probabilities to a Greek exit scenario remains a moving target on a daily basis.

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Is There Value Left in UK Stocks?

A phenomenon that we think will have an increasing impact on stock markets this year is merger and acquisition (M&A) activity, which has been running at markedly lower levels in the last year or so, particularly in the United Kingdom.

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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.

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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.

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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.

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European Equities: Still a Contrarian Play?

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India in Transition

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

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Politics Secondary to US Equity Fundamentals

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German Elections: A Stockpicker’s View