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Japan


Food for Thought: An Insight into Japan’s Outlook
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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 Guides Investors through Geopolitics
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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.

Fixed Income in Emerging Markets: 2016 Bill of Health
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Jason Voss, CFA, assesses three factors to understand the current bill of health for emerging market fixed-income investments.

Economic Activism: Europe’s Struggles with Monetary and Fiscal Policy
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When monetary policy is activist and fiscal policy is gridlocked, overturning decades of precedent, how can investment professionals adapt?

Fixed-Income Investing at the End of Time (or at Least at the End of the Business Cycle)
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For bond managers, how artfully and delicately the US Federal Reserve handles the Taper is just one minor concern among many. Still, opportunities abound.

Shallow Investment Pitches Lead to Strikeouts

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 ›

Inflation, the Oldest and Most Powerful Force in the Galaxy

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 ›

J.P. Morgan Strategist: World More Balanced Despite Policymaker Actions, Not Because of Them
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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.

Linkfest: Greek bounce; German FX policy blasted; Bubbles, bears and tribes

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: ECB on trial in German court; Human capital; My big fat Greek woulda-shoulda-coulda

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 ›