Beyond Bulls & Bears

Europe’s Main Event: Economics vs. Politics
Equity

Europe’s Main Event: Economics vs. Politics

I believe the concerns (US President Donald) Trump has regarding trade with Mexico and China would not apply to Europe. Europe is not a low-cost area, not only where wages are concerned, but also where taxes are concerned.

Brexit: Serious Consequences, but “Not the End of the World”
Equity

Brexit: Serious Consequences, but “Not the End of the World”

In the end, any initial success for Brexit will likely depend on whether negotiations between the United Kingdom and the EU are amicable or acrimonious.

On Brexit, Banks and Bargains
Equity

On Brexit, Banks and Bargains

I believe the results of the June 23 referendum will likely mirror those of the 2014 vote on Scottish independence: Once people are in the voting booth, I believe they will sober up and decide to stick with the status quo.

Meet the Manager: Philippe Brugere-Trelat

Meet the Manager: Philippe Brugere-Trelat

The wonderful thing about the mutual fund business—the investing business—is that it’s never the same. You learn something new every day.