Beyond Bulls & Bears

In the Know: March FOMC Meeting and Interest Rate Moves

In the Know: March FOMC Meeting and Interest Rate Moves

I think the big takeaway of the March Fed meeting from the markets’ perspective is that the Fed’s statements were interpreted to mean there would be a very slow pace of interest rate increases when they do occur.

Hasenstab: The Contrarian Case of Hungary

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.