Search results for: china

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Is Europe Heading for Japanese-style Deflation?

There are many parallels between the euro area today and Japan in the 1990s. The euro area appears to be on track to avert deflation in the short term.

Tagged with: Equities, Global Economy, Investing, Markets

Global asset allocation outlook (September 2014)

Recent market performance, particularly in September, has been negative across a widespread array of asset classes as we have seen the U.S. dollar exchange rate rise with increasing intensity in recent months. The worst returns, not coincidentally, were delivered by the very assets that have shown historically high sensitivity to dollar strength.

Tagged with: Asset Allocation, Equities, Fixed Income, Investing, Markets

Global asset allocation outlook (August 2014)

We have advocated an overweight to equities for several years. Even through the early year setbacks for the global economy and for global stocks, our views favored equities over other investment choices.

Tagged with: Asset Allocation, Equities, Fixed Income, Investing

Comments on the effect on global markets from the Ukraine crisis

To date, the fallout from the Ukrainian crisis has been largely confined to the emerging market debt, emerging market equity and commodity markets. At current levels, emerging market local currency debt appears to offer value, although we expect both the hard and local currency markets to remain volatile in the short term.

Tagged with: Global Economy

Thoughts on navigating market volatility in today’s technology markets

We are seeing a market rotation from momentum to value on macro factors and internal market dynamics. Keys are to stay diversified, look for businesses with strong moats and that produce solid cash flow and compare to historical valuations.

Tagged with: Equities, Investing

Emerging Markets: Waiting on exports

Exports by emerging market economies are the most important factor in explaining long-term growth. EM exports have remained sluggish for the past three years due in part to the subpar nature of global growth.

Tagged with: Global Economy, Investing, Markets

Global asset allocation outlook (as of March 2014)

After significant gains in 2013, equities took a breather in the first quarter of 2014 while fixed income assets rallied. The S&P 500 Index experienced a fair amount of volatility, retreating 5.8% at the start of the year and then rallying by more than 7% to end the quarter modestly higher.

Tagged with: Asset Allocation, Investing

Predicting new drug sales is more art than science

Predicting sales of new medicines is highly inaccurate and subject to significant and often costly errors. While investment analysts can draw on research tools and experience, history suggests new drug forecasting will remain more art than science.

Tagged with: Investing

Asset allocation — Kinetic vs. potential energy

While most equity markets had positive first half performance, we still expect modest acceleration in growth ahead for the global economy. From both a valuation perspective and investor sentiment viewpoint, Chinese, Russian and Japanese equities look cheap.

Tagged with: Asset Allocation, Equities, Investing, Markets
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