Beyond Bulls & Bears

2015 Investment Outlook: Oil Price Declines and Implications

2015 Investment Outlook: Oil Price Declines and Implications

While we expect continued volatility [in the energy sector] in the near term given depressed sentiment, we believe that the current environment offers a rare opportunity to buy what we consider long-term income and growth opportunities at deeply distressed levels.

Has Europe’s Recovery Story Turned Back a Page?

Has Europe’s Recovery Story Turned Back a Page?

If anything, recent weakness—particularly compared to the relative strength of the US market—has only served to strengthen the value case for European equities, in our view.

Europe’s Fragile Recovery

Europe’s Fragile Recovery