investing

We’re watching an interesting development in Brazilian equities. Over the past five trading sessions the BOVESPA has doubled the performance of the S&P500, up 12 percent vs 6 percent

As usual, I find Felix Zulauf’s commentary very perceptive. He has been right consistently for the whole of 2011 in predicting where things have gone. What he is saying is that the fundamentals in the west are weak and now that growth is…

The first is the size of the ECB bond purchases. Second, the Franco-German summit tomorrow attracts attention. Third, the market continues to pare long Swiss franc positions with the local press suggesting the SNB and government may take…

Two charts showing the latest trends in markets around the world

The classification of assets according to such dreary concoctions as "mid-cap growth," comparative asset benchmarks is now over.

This article explains why quantitative easing had become the monetary tool of choice for the Federal Reserve and what kind of easing the Fed is now employing. Because the Fed feels constrained politically, it is unlikely to repeat…

Comstock Partners present lengthy lbullet points supporting thesis that secular bear market is still intact.

We believe that this most recent correction in EM markets will help fundamentals to matter more. The easy part of this EM rally is over, so it will become much more important for global investors to continue focusing on the fundamentals. We…

In America everyone has been bellyaching about the S&P ratings downgrade like its an affront to the greatness of America. This is absolute rubbish. It’s pure denial and economic nationalism. Do you think the Germans would threaten to…

With the US downgrade now out of the way, we think market attention will swing back to other Developed Markets countries that are facing downward pressure on ratings too. Here is a summary of our most recent ratings outlooks for Developed…