Article arguing that recent events strongly suggest the euro will survive, though prosperity will be unevenly spread across the eurozone.
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
Hedged equity (or options overlay) strategies can provide higher risk-adjusted returns over broad-based equity indexes, in part by using options to minimize the impact of market disruptions and downturns.
As corporate profit growth has slowed, we have a more balanced outlook on equity markets. Valuations are mostly well within historical norms and we’re seeing opportunities among higher growth companies with sustainable profits and cash generation.