Beyond Bulls & Bears

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Emerging Markets

Climbing a Wall of Worry?

Given continued unrest in Ukraine, crippling winter storms and Federal Reserve “tapering” in the United States, and concerns about growth in ...

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Equity

Biotech Boom – or Bubble?

Currently, there are many exciting products in the pharmaceutical and biotech space producing clinical data that show a meaningful change for patients.

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Equity

Casting a Wide Asset Net in a Volatile Sea

We think many US companies are real leaders in their industries globally and that there are still plenty of reasons to invest in them.

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Fixed Income

Corporate Credit Charting its Own Course

As we look forward into 2014, we see relatively few large issuers that appear at risk for default, which should help to support both high-yield and bank loan credit fundamentals.

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Equity

A Time for Optimism in Europe?

Volatile markets and an uneven recovery may appear to justify a cautious outlook for investing in Europe right now, while in the US the specter of ...

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Emerging Markets

A Stock-Picker’s Market Emerging in 2014

Selloffs can be sudden and scary, especially when they seem to come from out of the blue. Such has been the case with the bout of volatility in ...

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Fixed Income

Perspective on Puerto Rico’s Debt Downgrade

The latest headlines report that Puerto Rico’s troubles intensified recently. On February 4, Standard & Poor’s Ratings Services reduced ...

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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 ...

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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 ...

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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 ...

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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 ...

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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 ...