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Category: Investment

Nov 11
2019

Dispelling myths about Emerging Market debt growth

Executive Summary There is a widely held perception that emerging market (EM) debt growth was spread broadly across markets. The truth is that the growth in the past decade has

Nov 08
2019

The restoration of monetary policy equilibrium

We have talked in the past about how global digital distribution capabilities are re-shaping the rules of economics, where supply can expand nearly instantaneously to fill a void. Nowhere is

Nov 02
2019

Is the EM debt rally for real?

One beneficiary of a perceived easing in the U.S.-China trade conflict: EM debt, which has rallied recently and outperformed developed market peers. We see factors further supporting EM debt from

Oct 30
2019

The case for active management in gold and precious metals mining equities

Academics and market watchers alike have long debated the relative merits of active versus passive management. We approach the issue from the perspective of a practical investor, recognizing the need

Oct 27
2019

Geopolitics firmly in the driver’s seat

U.S.-China trade tensions appeared to have eased and the risk of a no-deal Brexit has diminished. Can we take a break from focusing on the impact of geopolitical risks on

Oct 24
2019

It’s not the economy, it’s the credit markets

If you are looking to figure out the direction of the capital markets, don’t focus on the economy, focus on the credit markets, in my opinion. I know, I know.

Oct 21
2019

What’s next for blockchain?

Nearly one in six people worldwide don’t have the physical documentation they need to access healthcare, housing or to vote. But what if our identities were completely digitized and secure?

Oct 18
2019

4 Facts You May Not Know About Why China Has Emerged as a Tech Leader

1. Silicon Valley seems to be increasingly viewing China as a laboratory for future innovation. Google established an AI lab in Beijing in 2017. In 2018, Google formed an alliance

Oct 15
2019

3 things that might surprise you about quality stocks

I made a promise in my last blog post: To continue the conversation on quality stocks by delving into sector, size and cost considerations. Each of these can be subject

Oct 12
2019

SteelPath October MLP update and news

MLP market overview Midstream master limited partnerships (MLPs), as measured by the Alerian MLP Index (AMZ), ended September up 0.7% on a price basis and once distributions are considered. The