Beyond Bulls & Bears

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“Great Rotation?” How About “Selective Rotation?”

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India in Transition

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Anything But Fixed

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US Fed in Holding Pattern, but for How Long?

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Floating a Fixed Income Investment Idea

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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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Dispelling European Fears: Focus on Fundamentals

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German Elections: A Stockpicker’s View

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Hasenstab: Much Ado About Fed Tapering

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Bridging the Gap: Global Listed Infrastructure

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A Templeton View From Beijing