Beyond Bulls & Bears

Greece: Stuck in the Middle
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Greece: Stuck in the Middle

Greece seems to be stuck between political forces on the left (the Syriza party) and fiscal forces on the right (debt burdens, European Monetary ...

Complexity, Critical States and Tributaries of Uncertainty
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Complexity, Critical States and Tributaries of Uncertainty

For long periods of time, the markets can advance relatively smoothly until a sudden onset of chaos occurs, a “tipping point” that quickly changes ...

2015 Investment Outlook: Reasons We Still Like Global Equities
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2015 Investment Outlook: Reasons We Still Like Global Equities

We continue to favor equities in emerging Asia over emerging Latin America due to what we view as stronger corporate fundamentals and attractive valuations.

Portfolio Diversification in the Quantum Age
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Portfolio Diversification in the Quantum Age

Brooks Ritchey, Senior Managing Director at K2 Advisors, Franklin Templeton Solutions, examines the merits of portfolio diversification when ...

QE, Parallel Universes and the Problem with Economic Growth
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QE, Parallel Universes and the Problem with Economic Growth

What do quantum mechanics and the theory of relativity have to do with global central bank policy? Years of aggressive central bank policies ...

“You’re Going to Need a Bigger Boat”: Alpha and Interest Rates
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“You’re Going to Need a Bigger Boat”: Alpha and Interest Rates

Caution has been the dominant sentiment among investors in recent times even as equities have continued to march along. But as the prospect of ...

Actively Managing for a Less-Correlated World
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Actively Managing for a Less-Correlated World

The 2007-2008 financial crisis and the monetary policy responses that helped to push interest rates in the developed world to historical lows also ...