Monthly Archives: June 2016

A Fork in the Road for Europe: Investing Post-Brexit

“Every new beginning comes from some other beginning’s end” Seneca A few days after the Brexit vote, which caught most people by surprise, us included, we believe that there are two questions which really matter for investors: 1) Will policymakers … Continue reading

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Investing after “Brexit”

In the end, it happened and Europe will no longer be the same! Contrary to recent market expectations, the “Leave” camp won, leading to increased uncertainty over the future of Europe. After the unexpected “Leave” outcome of the U.K. referendum, … Continue reading

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Fed Update: The Long and Short (Term) of It

The Federal Open Market Committee (FOMC) statement yesterday was predictably neutral to slightly dovish. In her press conference, Federal Reserve Board Chair Janet Yellen appeared even more dovish.

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How Will the US Presidential Election Affect the Markets?

The presidential race is likely to turn much more conventional as it moves forward, with Hillary Clinton and Donald Trump as nominees for the Democratic and Republican parties, respectively. Both candidates remain deeply unpopular, with Trump less popular than Clinton. … Continue reading

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Emerging Markets: Smog on the Horizon?

Few would claim that the past few years have been good for emerging-market investors. But market cycles by their nature turn, and in a recent interview, Mauro Ratto, Head of Emerging Markets, and Qinwei Wang, Macroeconomist China, argue that this difficult period … Continue reading

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