Insights
Our professionals offer deep knowledge and experience in a diverse range of global asset classes and market sectors. Tap into our investment insights to stay informed with timely analysis and thoughtful commentary.
Filters:
Clear AllAll Insights
Five Reasons Why China is Unlikely to Devalue the Renminbi
For years, President Trump has accused China of purposely devaluing the renminbi to boost exports. With trade and political tensions[…]
Fed Watch: Things Could Get Interesting
The Federal Reserve Open Market Committee is set to release its press statement on December 19. I will be watching[…]
Fed Watch: All Eyes on Yellen
This week’s Federal Reserve Open Market Committee (FOMC) meeting will be anything but boring. The Federal Reserve seems eager to[…]
Turkish Referendum: Local Markets Rally, But For How Long?
So far, the market’s reaction to Turkey’s historic referendum on the adoption of a national presidential system on April 16[…]
Turkey’s Back in the Headlines: What This Could Mean for Turkish Banks
With the latest crisis in Turkey, Turkish equities have come under pressure and Turkish bank stocks are looking cheap. Do[…]
Don’t be Fooled by the Rally: Turkey Remains Under Pressure
The crisis in Turkey is rapidly evolving, with new developments emerging every day. Turkish assets sold off significantly from August[…]
Diamond Jewelers, Gold Coins and the Paradox of Indian Banking
Many of India’s state-owned banks are in trouble. This month the government is injecting $13 billion to help these banks[…]
Cracks Appearing in Five Highly Leveraged Economies
Cracks are starting to appear in five highly leveraged economies: Canada, Australia, Norway, Sweden and New Zealand.
Can Holiday Spending Rescue Retail?
This year saw a lot of buzz about the retail apocalypse as a record number of retailers filed for bankruptcy,[…]
Who Could Win? The Impact of Tax Reform on Financial and Real Estate Stocks (Infographic)
The US House of Representatives passed a tax reform bill on November 16. How could it affect financial and real[…]
Senior Loans: A Slow and Steady Asset Class (Infographic)
As we learned in the childhood fable The Tortoise and the Hare, the tortoise’s steady pace puts him ahead of[…]
Friday Fact: US-China Trade Data Measures the Damage
The fact that US trade with China has declined shouldn’t be a surprise. But how bad is the damage? The[…]
Stay up to date on our latest research-driven insights.
We offer heightened perspectives to help you stay ahead. Subscribe to our “In Short” research notes.