Evaluating the Recovery in Emerging Markets
With signs of fresh life in several major developing markets, investors should think carefully before jumping back in.
September 7, 2016
The World Needs an Economic Plan B
In the face of sluggish global growth, the U.S. has made a respectable economic showing. That doesn’t mean the rest of the world should use the U.S. as its fallback.
September 2, 2016
Brazil’s Economy Is Seeing the Light at the End of the Tunnel
President Michel Temer’s commitment to fiscal discipline might not be an all-encompassing panacea for the Brazilian economy. But it’s a start.
September 1, 2016
Daily Agenda: Emerging Markets Rise on Sliding Dollar
Aetna drops most of its Obamacare coverage; BHP posts record loss; VW nears settlement with DOJ; Gawker auction struggles.
August 16, 2016
Dollar Seen Set to Rally After First-Half Disappointment
Easing and hiccups elsewhere, combined with healthy domestic fundamentals, point to a stronger U.S. currency, analysts say.
August 11, 2016
Daily Agenda: Markets Remain Unsure of Fed Hike
Brazil’s Senate votes to press ahead with Rousseff impeachment trial; PBOC pledges to push international usage of the yuan.
August 10, 2016
Slow but Durable Channel Growth Persists at Midyear 2016
What’s coming after trepidations over China and Brexit: concerns over populist politics.
July 27, 2016
Look Afield to Get Absolute Returns Among Negative Rates
You may find yield from government bonds by taking active interest rate risk and moving into small countries’ debt.
July 14, 2016
Halfway Through 2016, Markets Are Still Adult-Swim Only
The U.S. dollar and private credit are two of several opportunities in the present market, though choppy waves remain.
Henry H McVey
July 11, 2016
Challenged Bond Investors Need to Ditch Home Bias
North American–based fixed-income investors would do well to broaden their portfolio horizons.
July 6, 2016