GrowthSpotting: The Art of Global Investing This series cuts through market noise to explore a handful of what we believe are the most relevant and inevitable global trends for investors seeking growth….
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Posted in Investing
Tagged equities, global investing, GrowthSpotting
As late as the early 20th century, angry investors sent warships to block the harbors of countries who had defaulted on their sovereign bond payments. That particular tactic is now behind…
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Posted in Global Economy
Tagged Argentina, debt, fixed income, global investing
At a recent gathering at the Asia Society in New York, I highlighted several economic misconceptions related to China. Some of these have become so imbedded in investors’ thinking that…
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Posted in Global Economy
Tagged China, global economy, global investing
Anyone who is at all interested in any aspect of central banking has to be amazed by two developments across the G7 central banks. First, the appointment of Mark Carney…
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Posted in Global Economy
Tagged fiscal policy, global investing, Japan
2012 has been a philosophical winner for the China bears out there. When most forecasts for China’s 2012 gross domestic product (GDP) forecasts were being considered, reported GDP for the…
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Posted in Global Economy
Tagged China, GDP, global debt, global investing