Beyond Bulls & Bears

Will Equities See a Sweeter ’16 Ahead?

Will Equities See a Sweeter ’16 Ahead?

Global financial markets still face numerous risks, but the drivers of corporate profitability appear to us to be sustainable in the current business and economic environment.

A Sense of Déjà Vu

A Sense of Déjà Vu

We enter 2016 with a sense of déjà vu. Areas of the global financial market where longer-term risk/reward profiles were more attractive to us last year remain so in the early stages of 2016, driven in part by the persistence of several important financial and economic factors.

Fed Delivers Rate Hike: Holiday Gift or Lump of Coal?
Equity

Fed Delivers Rate Hike: Holiday Gift or Lump of Coal?

We think the Fed’s move to raise interest rates confirms its confidence that the US economy and financial system are no longer in a vulnerable post-crisis state. To us as investors, that should be viewed as good news.

Northern Exposure: The Case for Canadian Equities

Northern Exposure: The Case for Canadian Equities

Finding What’s Real in Real Estate

Finding What’s Real in Real Estate

Tip-Toeing Through Tulip Mania

Tip-Toeing Through Tulip Mania

Swimming with Sharks

Swimming with Sharks

New Year’s Vantage Point: Mark Mobius

New Year’s Vantage Point: Mark Mobius

Speaking of Dividends

Speaking of Dividends

U.S. Equities: Opportunity Amid Uncertainty

U.S. Equities: Opportunity Amid Uncertainty