Beyond Bulls & Bears

Europe: Back to Business
Equity

Europe: Back to Business

After a contentious period of negotiations, the odds of a so-called “Grexit,” or Greek exit from the euro, were drastically reduced as Greece ...

Brexit Signs: Envisioning an EU Without the UK
Equity

Brexit Signs: Envisioning an EU Without the UK

The victory of the center-right Conservative Party in the recent UK election, while broadly welcomed by financial markets, has brought back to the ...

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 ...

October’s Market Ups and Downs Put Into Perspective
Equity

October’s Market Ups and Downs Put Into Perspective

Global equity markets went on a rollercoaster ride in October, although given the cauldron of global issues that were brewing for some time and ...

Will the Russia-Ukraine Crisis Chill Europe’s Recovery?
Equity

Will the Russia-Ukraine Crisis Chill Europe’s Recovery?

As the crisis in Ukraine and resulting geopolitical tensions between Russia and the West continues with no durable solution yet, many investors ...

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.

Taking Emotion Out of Taking Risk
Emerging Markets

Taking Emotion Out of Taking Risk

The straight “risk-on/risk-off” play where investors flee assets perceived as risky en masse in times of uncertainty seems to be becoming a bit ...