In Shanghai and Singapore, a growing number of joggers take to the streets each day. Asian lifestyles are changing, and smaller companies across the region are the key to investing in the trend.
With environmental, social and governance (ESG) concerns becoming more pervasive among investors, Europe has taken an early lead in ESG adoption. But North America may not be far behind.
Investors are increasingly using passive portfolios to boost exposure to emerging markets and keep volatility under control. We see better ways to reduce the risks while sourcing returns from across the developing world.
Generous dividends and relatively secure cash flows have been the hallmarks of real estate investment trusts (REITs) in recent years, but some investors fear that all REITs are too expensive. We think it’s time to take a closer look.
Still think emerging markets are too risky? Think again. Smarter policies are leading to less vulnerable economies and rising currencies. For investors who need to wring more income from their bond portfolios, it’s time for a fresh look.
How will bond portfolios react if the US election triggers further market mayhem? Fallout from Brexit taught us valuable lessons about extreme market shocks.
After a strong stretch for emerging markets so far in 2016, some investors wonder whether the rally still has legs. Although stock valuations have risen, we think signs point to yes.
With the US elections around the corner, many investors are wondering how the outcome might impact the stock market. History shows that US large-cap stocks have generally performed well in election years—no matter who wins.
Is a more active fiscal policy really the answer to what ails the global economy? And has the great monetary experiment finally reached the end of the road? We’re not so sure.
US stocks with high dividend yields are looking very risky these days. Investors with too much exposure to sectors such as utilities and telecom may also be in for a shock if interest rates eventually begin to rise.
Both US presidential candidates—Hillary Clinton and Donald Trump—have presented their economic proposals to voters. How could each of these platforms impact the US economy—if they come to pass?
Worried about heightened market volatility? It’s true that there are some known unknowns ahead: US elections, earnings season, Deutsche Bank, a potential interest-rate hike.
When equity investors chase what’s hot, it often ends in tears. Today, the safety trades that have been so popular earlier this year are actually looking quite dangerous.
For some investors, any mention of US mortgages takes them back to the dark days of 2008. But today’s mortgage bonds aren’t the devils some market participants make them out to be.
Trump? Clinton? We won’t call it. But we do have thoughts on the effect of the candidates’ proposals on the tax-exempt municipal bond market.
