Beyond Bulls & Bears

Value-Hunting in the US
Equity

Value-Hunting in the US

With key stock indices in the US closing the year near historical highs and many pundits predicting stronger growth rates both in the US and ...

Hasenstab: Standing One’s Ground
Fixed Income

Hasenstab: Standing One’s Ground

When the masses are against you, it’s hard to stand your ground. Going against the crowd is familiar turf for Michael Hasenstab, who manages ...

Hasenstab: A Big Risk for Investors in 2014? Doing Nothing
Fixed Income

Hasenstab: A Big Risk for Investors in 2014? Doing Nothing

In the realm of behavioral finance, there’s a concept called “analysis paralysis” that many investors succumb to. A daily deluge of data (often ...

Digging for Natural Resource Opportunities in 2014
Equity

Digging for Natural Resource Opportunities in 2014

The natural resources sector has been through a period of transition in the past year, one which has pushed many companies toward cost reduction ...

Hasenstab: Fed Tapering Was Inevitable
Emerging Markets

Hasenstab: Fed Tapering Was Inevitable

The US Federal Reserve (Fed) announced its decision to reduce its $85 billion monthly asset purchase program by $10 billion starting in January ...

A Selective Approach to Fixed Income in 2014
Fixed Income

A Selective Approach to Fixed Income in 2014

Fixed income faced some ups and downs in 2013, and as the year progressed, some questioned whether the asset class still held value. One theme ...

Municipal Bonds: Back to Basics in 2014
Fixed Income

Municipal Bonds: Back to Basics in 2014

Municipal bonds faced some ups and downs in 2013, falling victim to Fed taper speculation and negative press that dogged Detroit and Puerto Rico ...