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.

Asia’s Big Four: Reforms at the Forefront

Asia’s Big Four: Reforms at the Forefront

We believe Japanese companies could look more attractive to investors if they improve their balance sheet management, and stop hoarding cash and participating in expensive merger and acquisition activity.

Pacific Powers: Australia and Japan

Pacific Powers: Australia and Japan

Australia’s economy and market, in some respects, appear as if they have been on a treadmill without an off switch.

A Tactical Look at the Markets

A Tactical Look at the Markets

Given rallies in major developed equity markets over the past year and a half, clients are increasingly interested in how to effectively hedge equity exposure amid the prospect of near-term volatility.