Beyond Bulls & Bears

Value Update: Where Is the Next Pocket of Opportunity?
Equity

Value Update: Where Is the Next Pocket of Opportunity?

"As the anticipated value rally gains steam, we think non-US stocks should begin to benefit. Like the value universe a year ago, non-US equities today look to us to be undervalued, under-owned, and exposed to positive catalysts, including improving corporate fundamentals, economic tailwinds and political and policy support." - Templeton Global Equity Group.

Stock-Market Value Hunting—and a Potential Post-Election Outcome
Equity

Stock-Market Value Hunting—and a Potential Post-Election Outcome

Value-oriented strategies had been out of favor for the past couple of years, but seem to have turned a corner in recent months. Tucker Scott, ...

Why Oil Price Rally Isn’t a Surprise, but Iron Ore’s Price Should Stay Low
Equity

Why Oil Price Rally Isn’t a Surprise, but Iron Ore’s Price Should Stay Low

This spring, to the chagrin of consumers and the delight of energy companies, oil prices took some strides toward recovery after a precipitous ...

A Revolutionary Idea: Investing in Europe (even Russia)
Equity

A Revolutionary Idea: Investing in Europe (even Russia)

The eurozone appeared to have emerged from a prolonged recession when conflict in Ukraine intensified earlier this year with Russia’s annexation ...

Europe’s Fragile Recovery
Alternatives

Europe’s Fragile Recovery

Investors have tentatively begun to buy into the European recovery story, but remain fearful of the region’s fragility. A few bits of upbeat ...

Searching for European Solutions, and Dividends

Searching for European Solutions, and Dividends

Diversification at the Core

Diversification at the Core