Japan's nominal GDP has increased, its unemployment rate has fallen, and return on equity measures are strong — why are investors not rushing into the country?
George Friedman, founder and chairman of Geopolitical Futures, is acknowledged as one of the world’s most able guides of both political science and geopolitics.
Jason Voss, CFA, assesses three factors to understand the current bill of health for emerging market fixed-income investments.
When monetary policy is activist and fiscal policy is gridlocked, overturning decades of precedent, how can investment professionals adapt?
For bond managers, how artfully and delicately the US Federal Reserve handles the Taper is just one minor concern among many. Still, opportunities abound.
Book value may not be valuable. Changes in reported earnings per share is not growth. How can we use that insight to select funds?
I am focusing today on the kinds of “elevator comments” that one hears in the lift… READ MORE ›
We may believe that inflation is a relatively new phenomenon, one from the time of the birth of coins and currencies. But evidence just revealed this week proves that Albert Einstein was correct in suggesting that it was present in… READ MORE ›
The route to recovery in Europe is so long that there will be plenty of growth opportunities to be captured by investors along the way, says David Kelly, CFA.
Today’s most shared: Greece stock market tops performance league tables… Bill Gross on taxing the 1%… US, Italy fault euro exchange rate. German beggar-thy-neighbor policy? … Bears in short supply as story stocks build tribes… READ MORE ›
Linkfest.com finds today’s top headlines by following the best ‘curators’ on the Web and on Twitter, and by your votes and social media shares – pick the most important stories you think should appear by voting READ MORE ›