Beyond Bulls & Bears

Brexit: Serious Consequences, but “Not the End of the World”
Equity

Brexit: Serious Consequences, but “Not the End of the World”

In the end, any initial success for Brexit will likely depend on whether negotiations between the United Kingdom and the EU are amicable or acrimonious.

On Brexit, Banks and Bargains
Equity

On Brexit, Banks and Bargains

Will they stay or will they go? UK voters will answer that question on June 23 when they decide whether their country will retain its membership ...

Meet the Manager: Philippe Brugere-Trelat
Equity

Meet the Manager: Philippe Brugere-Trelat

Much like a flower, a value opportunity sometimes takes longer than expected to blossom. So, as both an avid gardener and a stock picker, Philippe ...

2015 Investment Outlook: Five Reasons Why the Eurozone May Surprise Naysayers
Equity

2015 Investment Outlook: Five Reasons Why the Eurozone May Surprise Naysayers

The eurozone took it on the chin economically in 2014, and many analysts don’t expect 2015 to bring a significant respite to the region. Philippe ...

Standing By Convictions in European Equities
Equity

Standing By Convictions in European Equities

I believe the European Central Bank (ECB) in June gave compelling new reasons for investors to take an active interest in Europe.