Beyond Bulls & Bears

Why We’re Not Panicking about China

Why We’re Not Panicking about China

On the whole, our view remains that underlying conditions in the Chinese economy are fundamentally more stable than markets have recently indicated.

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.

Hasenstab Sees Once-in-a-Multi-Decade Opportunities
Perspectives

Hasenstab Sees Once-in-a-Multi-Decade Opportunities

There are a handful of countries that are being caught up in the current market turmoil that we think are the diamonds in the rough—multi-decade opportunities, once-in-the-history of some of these countries—opportunities.

China: Searching for a New Equilibrium

China: Searching for a New Equilibrium

Overall, based on our detailed analysis, we believe China will remain on course … while the economy shifts toward consumption, services and higher value-added manufacturing. This could have important implications for the global economy.

Hasenstab on Global Growth: Headwinds or Tailwinds?

Hasenstab on Global Growth: Headwinds or Tailwinds?

The core of our strategy for 2015 continues to be positioning to navigate an anticipated rising-rate environment in the United States.

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.

Hasenstab: Separating the Wheat from the Chaff

Hasenstab: Separating the Wheat from the Chaff

Hasenstab in Ukraine, on Ukraine

Hasenstab in Ukraine, on Ukraine

Hasenstab: Standing One’s Ground

Hasenstab: Standing One’s Ground

Hasenstab: A Big Risk for Investors in 2014? Doing Nothing

Hasenstab: A Big Risk for Investors in 2014? Doing Nothing

Hasenstab: Much Ado About Fed Tapering

Hasenstab: Much Ado About Fed Tapering

Hasenstab: Emerging Out of the Consensus Trade

Hasenstab: Emerging Out of the Consensus Trade