Beyond Bulls & Bears

Why European Fixed Income Can Still Have Value Even with Negative Yield
Fixed Income

Why European Fixed Income Can Still Have Value Even with Negative Yield

“We believe that with the combination of an expected ECB rate cut in September and a positively shaped yield curve, European bonds could still remain attractive in global terms.” - John Beck, Director Fixed Income, London, Franklin Templeton

Taking a Global Bond View

Taking a Global Bond View

European Equities: Still a Contrarian Play?

European Equities: Still a Contrarian Play?

Anything But Fixed

Anything But Fixed

Floating a Fixed Income Investment Idea

Floating a Fixed Income Investment Idea

Dispelling European Fears: Focus on Fundamentals

Dispelling European Fears: Focus on Fundamentals

Hasenstab Sticks to His Guns

Hasenstab Sticks to His Guns

Survival of the Lipp-est

Survival of the Lipp-est

If It Ain’t Broke, Don’t Fix It

If It Ain’t Broke, Don’t Fix It

Déjà Vu All Over Again

Déjà Vu All Over Again

Perception vs. Reality

Perception vs. Reality

Three Takes on 2012

Three Takes on 2012