Section
Brazil
411 posts
Exploring for Oil in Brazil
Remote locations of Brazil’s Amazon have potentially large untapped oil and gas reserves, but lack of adequate infrastructure…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Russ K.’s Market Calls - A Neutral stance and a Defensive Play
Call #1: Maintain Neutral TIPS Several months ago when I first staked out a neutral view of Treasury…
News That Matters (August 31, 2011)
FT.com US and European stock markets managed to overcome the bleak results of two keenly watched surveys, which…
Emerging Markets Less Attractive Today (Greig)
Emerging Markets Less Attractive Today August 29, 2011 Monetary tightening, inflation, and full valuations make emerging-markets stocks look…
Confidence Counts (Sonders)
Confidence Counts Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc., Brad Sorensen,…
News That Matters (August 29, 2011)
via thetrader.se FT.com European officials rounded on Christine Lagarde on Sunday, accusing the managing director of the International…
The Economy and Bond Market Cheat Sheet (August 29, 2011)
The Economy and Bond Market Cheat Sheet (August 29, 2011) The yield on the ten-year U.S. Treasury Note…
Is There Bounce Left in the Ounce?
Is There Bounce Left in the Ounce? August 2011 - Monthly Strategy Report Alfred Lee, CFA, DMS, Vice…
Emerging Markets Cheat Sheet (August 29, 2011)
Emerging Markets Cheat Sheet (August 29, 2011) Strengths Overall, the Global Emerging Markets Fund performed well considering the…
News That Matters (August 26, 2011)
via thetrader.se FT.com Japan’s parliament passed two pieces of legislation that Prime Minister Naoto Kan said were conditions…
Understanding Recent Market Developments
Capital International Perspectives Understanding Recent Market Developments Fixed-income portfolio manager Wesley Phoa shares his insights on the implications…
Double Dip? Not so Quick ... (Koesterich)
by Russ Koesterich, Portfolio Manager, iShares In recent days, market watchers from Bill Gross to Morgan Stanley have…
Clearing Up Corporate Vs. Credit Bonds (Matt Tucker)
by Matt Tucker, CFA, iShares When talking with investors, I often hear the terms “corporate” and “credit” used…
Niels Jensen: Investment Outlook (August 2011)
The Absolute Return Letter August 2011 Why U.S. of AA Matters by Niels Jensen, Absolute Return Partners We…
News That Matters (August 25, 2011)
via thetrader.se FT.com Apple co-founder Steve Jobs has resigned as chief executive seven months after going on medical…
