Beyond Bulls & Bears

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Perspectives

French Election Result – It’s Not Yet a Done Deal

On paper, the result of the final round of the French election now looks to be a foregone conclusion; most observers would expect a solid victory for the more establishment Emmanuel Macron over the far-right Marine Le Pen. But if we’ve learned anything from recent political events, it’s to expect the unexpected.

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Alternatives

The Case for Listed Infrastructure: Strengthening the Foundation for the Global Economy

Infrastructure impacts every aspect of a community, and to the extent these physical assets perform optimally, they enable essential components of a healthy economy, such as fiscal stimulus and job creation, while also contributing to a higher quality of life.

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Alternatives

Sand Piles and Markets

The markets are decidedly interconnected. We are linked globally in a complex and layered loom of investments, debt, trade, resources, international business, finance and currency.

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Fixed Income

Global Economic Perspective: April

For a stronger recovery to take hold across the whole of Europe, greater political stability, allowing the promotion of significant growth-enhancing structural reforms, is probably required.

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Fixed Income

How Theresa May’s Election Gambit Could Strengthen Her Brexit Hand

UK Prime Minister Theresa May’s decision to call a snap general election for June 8, caught just about everybody off guard, but we think it could prove a shrewd political move.

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Alternatives

Second Quarter Hedge-Fund Strategy Outlook: K2 Advisors

Regardless of what the future holds in terms of political results, from a market standpoint we anticipate more volatility going forward—and this can be a good thing for hedged strategies.

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Perspectives

Cutting Through the Political Noise for Opportunities in Europe

Although recent history shows there is reason to be skeptical of political polls, we do not believe populist parties will score victories significant enough in national elections to cause an existential threat to the European Union (EU).

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Perspectives

Notes from the Trading Desk – Europe

The political landscape continues to cast a shadow over financial markets in both Europe and the United States. We will be keeping an eye on polls and reaction in the lead-up to the French presidential election as well as conversations around evolving US-Russia relations.

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Fixed Income

An Investor’s View of the French Presidential Election

Despite the failure of the far-right, anti-immigration, anti-European Union (EU) party to make significant in-roads in the recent Dutch elections, we don’t think we can discount the influence of populism in upcoming European elections completely.

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Perspectives

Why We’re Taking a Long-Term View of UK Mid-Cap Valuations

Most mid-caps are not yet at a level at which we’d want to invest, but we are interested in doing the groundwork now that would enable us to move quickly if we decided that there was an opportunity in the future.

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Perspectives

Beyond the Headlines: Finding Opportunities in Today’s Markets

Looking broadly across the globe, we believe many people are overestimating the negative or catastrophic impact of trade policy on emerging markets. There are still many, many potential opportunities there, in our view.

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Perspectives

Meet the Manager: J.P. Scandalios

The technology sector is synonymous with innovation. Innovation can lead to disruption but that disruption also has the potential to generate massive economic returns over time—more so than any other sector, in my opinion.