This content is from: Portfolio The Morning Brief: Allergan Contesting William Ackman’s Voter Count By Jan Alexander August 28, 2014
This content is from: Portfolio Successful World Cup Gives Rousseff Breathing Room Ahead of Election With Brazil’s World Cup being hailed as the best in recent memory, Dilma Rousseff’s presidency has been handed a lifeline. By Aaron Timms July 04, 2014
This content is from: Portfolio Daily Agenda: Challenger Surprises in Brazil Election German factory orders drop sharply, World Bank cuts estimates for GDP in China. By Andrew Barber October 06, 2014
This content is from: Portfolio Daily Agenda: Are European Banks Failing the Test? ECB data for bank loans disappointed in the wake of stress test results. The question is whether bond purchase data will bring better news. By Andrew Barber October 27, 2014
This content is from: Portfolio Brazil Struggles to Make the “Fragile Five” a Quartet Rousseff government renews its commitment to fiscal discipline in a bid to control inflation but shies away from reforms that could spur growth. By David Turner June 03, 2014
This content is from: Corner Office Fortress’s Novogratz Spans the Globe with His Best Ideas At Delivering Alpha, macro hedge manager Michael Novogratz went long on regime change in four different emerging markets. By Ben Baris July 20, 2014
