Beyond Bulls & Bears

Japan: The Quest for Growth and Inflation
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.

I Know What You Missed This Summer

I Know What You Missed This Summer

Volatility doesn’t necessarily mean bad news for active investors; on the contrary, we believe it opens up doors for those brave enough to take positions on in a longer term view.

Draghi Crosses the Rubicon while Juncker Peddles “Europhemisms”

Draghi Crosses the Rubicon while Juncker Peddles “Europhemisms”

When the head of the ECB makes a speech in Frankfurt—the ‘temple’ of central banking—it’s incumbent on those of us who work in the markets to listen to the sermon and draw our own conclusions…that’s the power of active management.

Taking a Global Bond View

Taking a Global Bond View

Hasenstab: Standing One’s Ground

Hasenstab: Standing One’s Ground