Beyond Bulls & Bears

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Why We’re Not Panicking about China

On the whole, our view remains that underlying conditions in the Chinese economy are fundamentally more stable than markets have recently indicated.

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Alternatives

Japan: The Quest for Growth and Inflation

Abenomics [in Japan] constitutes a true regime change and has already had a significant impact—but the road to sustainably higher growth and inflation is still long.

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Perspectives

Hasenstab Sees Once-in-a-Multi-Decade Opportunities

There are a handful of countries that are being caught up in the current market turmoil that we think are the diamonds in the rough—multi-decade opportunities, once-in-the-history of some of these countries—opportunities.

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China: Searching for a New Equilibrium

Overall, based on our detailed analysis, we believe China will remain on course … while the economy shifts toward consumption, services and higher value-added manufacturing. This could have important implications for the global economy.

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Hasenstab on Global Growth: Headwinds or Tailwinds?

The core of our strategy for 2015 continues to be positioning to navigate an anticipated rising-rate environment in the United States.

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Hasenstab: The Contrarian Case of Hungary

We started investing in Hungary a number of years ago when the market was very bearish on the fundamental outlook for the country. We saw long-term potential even though we recognized that in the short term Hungary faced a difficult period.

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Hasenstab: Separating the Wheat from the Chaff

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Hasenstab in Ukraine, on Ukraine

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Hasenstab: Standing One’s Ground

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Hasenstab: A Big Risk for Investors in 2014? Doing Nothing

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Hasenstab: Much Ado About Fed Tapering

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Hasenstab: Emerging Out of the Consensus Trade