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Is OPEC Irrelevant?
In late May, OPEC (Organization of the Petroleum Exporting Countries) and non-OPEC oil producers agreed to extend production cuts through[…]
Commodity and Emerging Market Performance – Is This Divergence Sustainable?
Emerging market (EM) assets were hit hard by the crash in commodity prices in 2014-2015, but so far this year,[…]
European Banks: Be Mindful of Risks in 2017
European banks seem to be on an upward trajectory – although improvements are likely to come at a slow pace[…]
BB-Rated Bank Loans Can Make It Better: Reducing Volatility, Drawdown Risk
Our bank loan team has long believed that BB-rated bank loans can be very attractive to asset allocators who wish[…]
Equity Earnings: Where Will We Run in 2017?
The burning question for equity investors is: what will happen to earnings in 2017?
Italy Rejects Constitutional Reform Referendum
Italy rejected Prime Minister Matteo Renzi's constitutional reform in Sunday’s referendum, as polls had predicted.
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