Tag: Equities
A View from Asia – China Special
The Chinese authorities are currently re-examining rules around listing outside...
View
Positioning for Dividend Yield While Bond Yields Remain Low
Boston – Dividend payout ratios have been falling for several decades...
View
COVID-19 Index: When Might Life Return to ‘Normal’? – July 2021
As one of the world’s largest economies the US is...
View
Is China Driving Emerging Markets?
Over the years, China has become a leading emerging market...
View
Here to Stay: Implications and Opportunities from Taiwan’s Semiconductor Edge
Taiwan’s dominance of the global semiconductor foundry industry comes from...
View
A Calculated Approach to Incorporating Equities into Managed Futures
“The large moves posted by assets in inflationary times seem...
View
Is Hurried Decarbonization Causing an Oil Crisis?
I worry that the war on climate change may cause...
View
Opportunities Abound but ‘Politics Matters as Much as Economics’
Emerging markets (EM) remain among our long-term favoured equity markets...
View
Markets – Surfin’, Surfin’, But Mind the Rocks
Equities gained in June, but the advance was hesitant at...
View
Transitioning to a New Market Cycle May Require a Fresh Look at Risk
Minneapolis – The COVID-19 pandemic brought the U.S. Economy to...
View