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Global Bond Investing

Global Bond Investing Among Changing Politics, Policy and Rates

If I had to choose one word to describe the first half of 2017, I would say it’s been eventful—both here in the United...
Corporate Profits Fuel Growth Stocks

Corporate Profits Fuel Growth Stocks

The pace of corporate profits is a key driver of world equity markets. As bottom-up investors, we closely scrutinize the direction and pace of...
A Strong Rebound for Emerging Markets

A Strong Rebound for Emerging Markets

Emerging markets have always fascinated me. And that allure makes sense considering the fact that I come from one of the top-performing emerging markets...
An Eye on Opportunity in an Era of Uncertainty

An Eye on Opportunity Amid Evolving Themes

Podcast Heading into the second half of 2017, we see important themes driving the markets. Valuations are a concern as key equity indexes trade at...
Fed Raises Rates, Set Sights on Balance Sheet

Fed Raises Rates, Sets Sights on Balance Sheet

As expected, the Federal Reserve (the Fed) resumed its interest rate-normalization strategy, lifting the federal funds rate target 25 basis points at its latest...
Finding Income in Q2: Normalizing Rates and Political Risk

Fixed Income Investing in Q2: Normalizing Rates and Political Risk

The United Kingdom — and specifically its economy — has been subject to quite a bit of speculation since the Brexit vote last summer....
French Election Outcome 2017

Macron Victorious in French Presidential Election

As expected, Emmanuel Macron prevailed in the second and final round of the French presidential election on Sunday. His victory over Marine Le Pen...
Opportunities in Value Investing

Opportunities in Value Investing

Regular blog readers might remember that my outlook from last quarter highlighted two industries: energy and healthcare. And guess what? They’re still on my...
Fed Holds Rates Steady, Sets Stage for Future Moves

Fed Holds Rates Steady, Sets Stage for Future Moves

As expected, the Federal Reserve (Fed) left its interest rate target unchanged at its latest monetary policy meeting. This is consistent with the gradual...
A Pause in Populism

A Pause in Populism

Last year was marked by a notable surge in populist movements. As evidenced by the unexpected vote in support of “Brexit” and the surprising...

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