Beyond Bulls & Bears

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.

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.

Rethinking Core Fixed Income

Rethinking Core Fixed Income

In our view, the United States has likely passed the inflection point in interest rates and may be in the early stages of the normalization period in monetary policy.

Hasenstab in Ukraine, on Ukraine

Hasenstab in Ukraine, on Ukraine

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

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