Beyond Bulls & Bears

Storm Watchers and the Search for Income
Alternatives

Storm Watchers and the Search for Income

It is significant that the effect of both a strengthening dollar and falling commodity prices might be expected to be felt particularly keenly in emerging market economies.

The Implications of Easing

The Implications of Easing

For now, we believe the most recent easing efforts of Japan and the ECB should offset concerns about the end of the Fed’s QE programs and that these efforts will continue to provide liquidity to the markets. But, we’ll be watching for any unwelcome aftershocks.

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.

The International Attraction of MENA Markets

The International Attraction of MENA Markets

The Saudi Arabian cabinet has finally authorized foreign direct investment in locally listed equities, with market opening now targeted for the first half of 2015. This is unanimously viewed as a massive step forward for the region.

Unleashing Africa’s Potential

Unleashing Africa’s Potential

A Stock-Picker’s Market Emerging in 2014

A Stock-Picker’s Market Emerging in 2014

Long Live Fixed Income; It’s Far From Dead

Long Live Fixed Income; It’s Far From Dead

The “R” Word in Emerging Markets

The “R” Word in Emerging Markets