Section
Brazil
411 posts
Global Infrastructure a $6 Trillion Opportunity
Each week, more than one million people are either born in or migrate to cities around the world.…
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...
Efficient Markets? (Saut)
Efficient Markets?! by Jeffrey Saut, Chief Investment Strategist, Raymond James May 31, 2011 “Markets are efficient, or so…
Shifting Sentiment (Sonders)
Schwab Perspectives: Shifting Sentiment Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc.,…
Exceeding Expectations (Lee)
Exceeding Expectations Alfred Lee, CFA, DMS, Vice President & Investment Strategist BMO ETFs & Global Structured Investments BMO…
Why Asia is the Epicenter of Oil Demand Growth
A few weeks back we highlighted the strong link between GDP growth and oil consumption by showing you how oil consumption per capita has risen in selected countries as per capita incomes rise (Read: The Strong Link Between GDP and Oil Consumption).
Spe...
Emerging Markets Cheat Sheet (May 23, 2011)
Emerging Markets Cheat Sheet (May 23, 2011) Strengths Traffic for CCR, one of the largest toll road operators…
Plantar Fasciitis? (Jeffrey Saut)
Plantar Fasciitis? by Jeffrey Saut, Chief Investment Strategist, Raymond James “About ten years ago I had an acute…
Energy and Natural Resources Market Cheat Sheet (May 16, 2011)
Energy and Natural Resources Market Cheat Sheet (May 16, 2011) Strengths Coal prices at Richards Bay Coal Terminal…
Emerging Markets Cheat Sheet (May 16, 2011)
Emerging Markets Cheat Sheet (May 16, 2011) Strengths In spite of political uncertainty in Peru, Credicorp reported solid…
Emerging Markets Cheat Sheet (May 9, 2011)
Emerging Markets Cheat Sheet (May 9, 2011) Strengths In April, a survey of 24 economists by Diyi Caijing,…
The Rising Financial Gold Market
When the University of Texas Investment Management Corporation (UTIMCO) took possession of more than 20 tons of gold worth $991.7 million earlier this year, its gold stockpile became larger than the official gold holdings of about 28 countries combined...
Making Sense of a Mixed Bag (Sonders)
Making Sense of a Mixed Bag Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab &…
Emerging Markets Cheat Sheet (May 2, 2011)
Emerging Markets Cheat Sheet (May 2, 2011) Strengths The World Bank finds that China is no longer dependent…
Emerging Markets Cheat Sheet (April 25, 2011)
Emerging Markets Cheat Sheet (April 25, 2011) Strengths China has announced this week that it raised the minimum…
Gangs of New York (Saut)
Gangs of New York by Jeffrey Saut, Chief Investment Strategist, Raymond James April 18, 2011 “The appearance of…
