Beyond Bulls & Bears

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ECB Leaves the Door Open for Further Action

I like the fact that Draghi has not tried to pin the ECB’s success all on one particular strategy.

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The Growing Potential of GCC Bonds

When considering the scale of development underway in the GCC and contrasting that against the range of issues facing many developed and emerging markets, we feel enthusiastic about the future of the region’s bond markets.

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Global Economic Perspective: May

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India’s Landmark Election: A New Direction

As investors in India’s equity markets, we hope the recent election will lead to the creation of a stable government that is able to overcome what we regard as the prevailing political paralysis and push through major reforms awaiting government approval.

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Pacific Powers: Australia and Japan

Australia’s economy and market, in some respects, appear as if they have been on a treadmill without an off switch.

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Emerging Markets: Ugly Duckling or Swan?

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Thoughts on Investing in Convertible Securities

Convertibles can offer participation in the capital appreciation potential of common stocks while the bond component provides interest payments and a claim to principal.

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Taking Emotion out of Taking Risk

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Valuing Energy Stocks from the Ground Up

The energy business is one of the most diverse and global industries in which to operate. Because of this, it is prone to influences from the widest possible range of cross-border, domestic policy, environmental and market factors that one can imagine.

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Scouring Europe for Overlooked Value in Equities

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Hasenstab: Separating the Wheat from the Chaff

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Global Economic Perspective – April