Emerging markets’ under-performance so far this year hasn’t spread to the frontier
Excessive government debt is likely to be an impediment to a country’s growth
In my last post, I highlighted sector rotation as a potential ETF strategy for a rising interest rate environment.
How did an academic economic research paper become the subject of late-night comedy?
Previously I have talked about the recent concerns over rising interest rates
According to the headlines last year, emerging market equities could do no wrong.
But while the theme worked well last year, I’m no longer advocating it considering the uneven performance among the countries in 2013.
Quality is a very popular word within the fund-management world.
Of all the investment topics I’ve discussed with clients, whether to invest in gold usually elicits the most divergent opinions.
In an earlier post I examined the mysterious rise in interest rates that we have seen in the first quarter the past few years
Here’s a condensed version of this Q&
What’s my take? I agree with the head of the International Monetary Fund who back in February said that talk of a currency war is “overblown.”
There are various ways to invest in the housing recovery, each with a different exposure and risk profile
One of the pleasant surprises of 2012 was the rapidity with which the housing market recovered
From ISM numbers to jobs reports, last week’s US economic data was disappointing
In February, I noted that any further softness in Australia’s growth would lead me to downgrade my near-term view of the country’s stocks.