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Is Asian Turbulence a Win for China? 23 Aug 2013 | 01:35 pm
While this week’s sell-off in Asian currency and bond markets does not, as yet, amount to a crisis in our view, it is obviously cause for concern. At this stage, we think two outcomes are likely: one ...
How Much Will Fed Tightening Hurt? 23 Aug 2013 | 12:05 am
Seth J. Masters (pictured) and Ding Liu A lot of people worry about what will happen when the Federal Reserve lets interest rates rise. Our research suggests that’s not the big risk. Bond markets aro...
Sugar: A Sweet Spot for Emerging Market Investors 21 Aug 2013 | 04:00 pm
Sugar consumption has often been seen as a mark of affluence. But for emerging market investors, knowing how sugar is consumed can also be a guide to the successful investments of the future. We argue...
What’s the Point of Investing in Dreams? 19 Aug 2013 | 05:00 pm
Is innovation dead or are we on the cusp of new technological revolutions? Without resolving this epic debate, we believe that market conditions today are conducive to investing in companies with disr...
The Case for the 20,000 Dow, One Year Later 16 Aug 2013 | 11:15 pm
In July 2012, we argued that the Dow Jones Industrial Average would rise to 20,000 within a decade. At the time, the 20,000 Dow looked impossibly far off. With the market up over 20% since then, our f...
When Rising Rates Hurt Stocks, How Bad Did It Get? 16 Aug 2013 | 12:02 am
By Chris Marx (pictured) and Alison Martier A reader of our recent blog post about stocks in rising-rate environments asked us for more details on the magnitude and timing of any stock-market sell-off...
To Manage Rising Rates, Consider Benching Your Benchmark 15 Aug 2013 | 12:13 am
Doug Peebles (pictured) and Michael Mon As we enter a period of rising rates, many bond investors are growing more aware of the risks of benchmark-oriented bond portfolios. It may be time to sit the b...
How to Invest in Emerging Markets 3.0 9 Aug 2013 | 05:00 pm
It’s been 25 years since the emerging-market equities index was created, and much has changed. Today, we believe that emerging markets are on the cusp of a third phase that might compel investors to s...
This Rate Cycle Is Different, but Stocks Should Still Do Well 8 Aug 2013 | 12:30 pm
By Chris Marx (pictured) and Alison Martier Stocks have generally performed very well in rising-rate environments. But the current rate cycle is unlike any other of the past 40 years, keeping investor...
With Rates Going Up, Give Bonds Some Credit 7 Aug 2013 | 02:58 am
After the bond market’s stumble last quarter, defending against rising rates has moved front and center for many investors. One approach that has been effective over time has been exposure to credit-o...
