Many years ago, a well-regarded figure in the investment industry recommended that you should never utter the term volatility. He thought it sounded like one should call 911 after it…
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Posted in Investing
Tagged equities, stock market, stocks
This weekend’s announcement that a much-awaited bailout of Cyprus will include a levy on bank deposits of all sizes reminds us that the European policymakers still know how to shoot…
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Posted in Global Economy
Tagged equities, European Central Bank, European Union, global investing, investing, investment portfolio, investor
The Federal Reserve’s balance sheet has more than tripled, to more than $3 trillion, since the 2008 global financial crisis as a result of large scale asset purchases — quantitative…
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Posted in Investing
Tagged equities, Fed, Federal Reserve, OppChart, U.S. economy
GrowthSpotting: The Art of Global Investing This series cuts through market noise to explore what we believe are the most relevant and inevitable global trends for investors seeking growth. In…
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Posted in Investing
Tagged equities, equity, global investing, GrowthSpotting, stocks
Over the past year we’ve highlighted that equities, on many measures, appear to be as cheap to U.S. Treasuries as they have been in decades. Stocks’ earnings yield (the inverse…
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