It can seem a bit intimidating if you feel you’ve got a lot to revise so study small sections at a time – take a brief five-minute break after finishing one section before tackling the next…. [Read More...]

As the Olympic Games in Sochi draw to a close, a new era for international sports may be beginning. Uzbekistan last month revealed a program to test children’s genes to predict their athletic potential. With genomics becoming more mainstream, we believe investors should take a long-term view and look beyond the traditional companies involved in genetic testing. [Read More...]

Investors who wanted safety and certainty last year mostly shunned smaller-cap US stocks. As a result, many high-quality names are now on sale. With US growth likely to accelerate in 2015, we think these domestically oriented smaller-cap companies may turn out to be a real bargain. [Read More...]

Equity averages rebound aiming higher again Setbacks early this week for the major global equity indices have reflected both bullish fatigue heading into earnings season alongside concerns… [Read More...]

US equity indices question the immediate bull trend A rally and then a plunge back lower on Wednesday for the major US equity averages after the FOMC rate decision statement and conference. The… [Read More...]

Regime shift US stocks have outperformed their global and emerging counterparts by a mile in the last ten years. But this hasn’t always been the case. For example, in the decade prior to that, the S&P 500 Index realized a negative return while emerging markets skyrocketed 188%. So what about the ten years to come? Given the lofty valuation of US stocks, the CAPE being above 30, stock markets outside the US may well outperform. That said, the performance gap between US and the rest of the world can partly be explained by the US being home to a number of technology firms that have reshaped many aspects of daily life. This is not something that will shift overnight. Is the manufacturing glass half full or half empty? … [Read More...]

Discussions about investment strategies that take values or ethical principles into account can be confusing. Several different terms are used, often interchangeably; in fact, they may be converging. Here’s a brief guide that highlights a few key issues. [Read More...]

Active equity managers have had an extraordinarily difficult time delivering premiums over the last year, especially managers with a bottom up approach focused on corporate fundamentals. (Active strategies driven by macroeconomic concerns have done better recently.) Here’s why we think active strategies driven by corporate fundamentals are down, but not out—as ably explained by my colleague Andrew Chin in an article first published in Institutional Investor ’s Global Market Thought Leaders blog. [Read More...]

In the week to April 17 the speculative dollar short against nine IMM currency futures continued to climb and reached $29 billion the highest since early 2011. The change was driven by EUR GBP and NZD buying with the net IMM EUR long climbing to a fresh record despite EURUSD having been range bound since January. [Read More...]

HP Customer Support is primarily focused on providing users a Toll-free customer support service.is primarily focused on providing users a Toll-free customer support service.You can access HP Customer… [Read More...]

As talk of an early Fed “tapering” triggered a sell-off in bonds, safe-haven equities have also suffered. Can low-volatility strategies survive rising rates and an unraveling of the safety trade, in which investors rushed headlong into safe assets no matter the cost? We say, yes—but you’ll need an active approach to navigate the near-term pitfalls. [Read More...]

Hype among retail investors drove the 2017 crypto bull market to feverish highs as newcomers sought quick and big profits. But a raft of regulatory changes as well as the launch of futures mean those days are long gone and the story of 2018 so far is of depressed sentiment and prices. [Read More...]

Le ralentissement de la croissance économique a tendance à rendre les investisseurs nerveux. Pourtant, la santé de l’économie n’est pas le seul facteur à dicter les revenus et les bénéfices des entreprises. Dans certains secteurs, les prévisions de croissance sont très élevées même si l’expansion du PIB est modeste, ou qu’elle ralentit. [Read More...]

Tous les marchés abritent de « bonnes » entreprises, et ceux des pays émergents ne font pas exception à la règle. Les trois mégatendances que nous décrivons ici nous semblent susceptibles de donner naissance aux superstars de demain, dont aucun portefeuille d’envergure mondiale ne saurait se passer. [Read More...]