Middle East

Energy & Natural Resources Global Investing Insight Markets Middle East Oil and Gas Outlook

Saudi Arabia’s Saturday Night Massacre

by George Friedman, Geopolitical Futures For nearly a century, Saudi Arabia has been ruled by the elders of a royal family that now ...
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EMEA Emerging Markets Insight Markets Middle East Outlook

The Biggest IPO in World History is Coming: What Does It Mean?

Adam Kutas, Portfolio Manager, Fidelity Frontier Emerging Markets Fund, discusses the biggest IPO in world history and what it will mean for the ...
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EMEA Insight Markets Middle East Outlook

Bill O'Grady: The Qatar Situation: Part I

by Bill O'Grady, Confluence Investment Management August 7, 2017 On June 6th, several members of the Gulf Cooperation Council (GCC)1 announced a sweeping ...
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Emerging Markets Radar (December 30, 2013)

Emerging Markets Radar (December 30, 2013) Strengths The recent PMIs in Europe, where data showed growth in the eurozone’s manufacturing sector was at ...
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The Two Best Performing Asset Classes Since 2008 are Surprising

by Short Side of Long I thought sharing this chart would be extremely interesting, since we are closely approaching two major milestones. The ...
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Global Markets Unchanged As Obama Pause Does Not Bring Levitation; Apple Crumbles

Despite earlier comments from Obama on Tuesday night, who called for a pause in authorizing military strikes on Syria, which led to another ...
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Bond Market Markets Middle East Oil and Gas Outlook Stocks US Stocks

The Market Implications of Middle East Turmoil

The conflict in Syria is very complex, given the country’s diverse ethnic mix and the influence of foreign powers. This implies a high ...
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Global Investing Markets Middle East Outlook Stocks US Stocks

Syria: Market Impact (Mawer)

by Steven Visscher, Mawer Investment Management The atrocities in Syria have put the world on alert, including investors. Many of our clients and ...
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C(onflict), R(ates), A(sia), S(peculation), H(ousing)

The “Great Rotation” consensus is now under pressure. A “buyers strike” is suddenly visible in late August as investors see the potential for ...
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