Q - You seem agitated by the ultra low bond yields. Maybe you need to make a mental adjustment?
A – Yes. Whether global yields are hovering close to zero due to secular stagnation,...
In a low nominal growth world, yield is indeed poised to be a scarce commodity, and yield-driven equity asset classes have multiplied to satisfy demand. In some cases, there is dubious...
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The Waiting Game
Financial market returns were quiet in the second quarter, seemingly waiting for some kind of definitive signal that never arrived. The...
After nearly two years of negotiations, the P5 +1 (China, France, Germany, Russia, the United Kingdom and the United States) and Iran have reached a nuclear deal. The key points to the...
Ever since taking office in 2012, Japan Prime Minister Shinzo Abe has been on a mission to improve Japan’s economy. Abe moved quickly to launch an aggressive and unconventional economic...
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