Timely investment themes informed by deep historical research
Investors always want to know what’s cheap—cheap relative to the opportunity set and relative to history.So it’s always interesting to take a look at the global landscape to see which markets are trading at attractive prices.
Read MoreAbout this time each year we make resolutions regarding our future goals. We sign up for gym memberships, and swear off those unbreakable habits. We promise to eat salads for lunch, spend more time with family, and read a book a month. All of these things take time, and a lot of it, but require a paradigm shift.
Read MoreThe mettle of investors has been severely tested over the last few weeks. Since the market's recent June highs, a litany of issues in Greece, Iran, and China have plagued the stock markets. Emerging markets have reached bear market territory while U.S. large cap indices have broached the "correction" juncture. U.S. small cap is in a bear market as well. Long term U.S. Treasuries have rallied. The dollar has weakened. Commodities, including oil, have tanked. It's enough to make an investor's head spin.
Read MoreThe talking heads have successfully put everyone back on their heels at the faintest whispers of rising interest rates. Could we be close to a major, multi-decade structural shift in interest rates?
Read More