Beyond Bulls & Bears

Can European Banks Rebound from the “Triple Whammy”?
Equity

Can European Banks Rebound from the “Triple Whammy”?

Although we expect banks will likely have to raise their loan-loss provisions for energy borrowers in the near term, we don’t believe it will significantly crimp their bottom lines.

2015 Asia Pacific Investor Forum Snapshot

2015 Asia Pacific Investor Forum Snapshot

To date, lower interest rates do not seem to have stimulated the domestic Australian economy. We think there’s probably more work to be done by the Reserve Bank, and therefore, we project yields will continue to decline, as likely will the Australian dollar.

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.

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.