Beyond Bulls & Bears

UK Recovery Confronts Market Headwinds

UK Recovery Confronts Market Headwinds

It’s important to the United Kingdom that Europe, one of the United Kingdom’s major trading partners, stays on track so the UK economy can continue to achieve a more balanced, sustainable recovery.

Rising US Dollar a Mixed Bag for World’s Currencies

Rising US Dollar a Mixed Bag for World’s Currencies

I don’t think the British pound will be quite as badly impacted by the dollar strengthening because the United Kingdom, like the United States, is in a better economic state than some other countries. It wouldn’t surprise me to see the pound hold up better than the euro against the dollar.

The Eurozone Plots Its Long Road to Recovery

The Eurozone Plots Its Long Road to Recovery

So far, the prescriptive actions taken by the European Central Bank (ECB) have been helpful, in my view, even if their execution was a bit underwhelming.

Value Emerges Outside Glare of US Markets

Value Emerges Outside Glare of US Markets

Today, we see much more undervaluation outside of the United States, including two emerging markets—South Korea and China—that have been out of favor in recent years.

ECB Measures Highlight Draghi’s Determination

ECB Measures Highlight Draghi’s Determination

The ECB remains focused on getting liquidity into European banks and encouraging them to do something with that money.

Redefining the Large- Vs Small-Cap Debate

Redefining the Large- Vs Small-Cap Debate

A lot of investors looking for equity values want to try to split the market into large-, mid- and small-cap. I think what's been going on recently is a little bit more complicated than that.

ECB Leaves the Door Open for Further Action

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.

Valuing Energy Stocks from the Ground Up

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.

Scouring Europe for Overlooked Value in Equities

Scouring Europe for Overlooked Value in Equities

Chris Molumphy: Frank Talk on Fundamentals

Chris Molumphy: Frank Talk on Fundamentals

Focusing on Fixed Income

Focusing on Fixed Income

Growing Overseas

Growing Overseas