Section
Brazil
412 posts
Gangs of New York (Saut)
Gangs of New York by Jeffrey Saut, Chief Investment Strategist, Raymond James April 18, 2011 “The appearance of…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Inside Information (Sonders)
Inside Information Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc., Brad Sorensen,…
Emerging Markets Cheat Sheet (April 18, 2011)
Emerging Markets Cheat Sheet (April 18, 2011) Strengths China fixed asset investment (FAI) is up 25 percent in…
10 Predictions for 2011: Scorecard So Far (Doll)
by Bob Doll, Chief Equity Strategist, Fundamental Equities, BlackRock The predictions business is always fraught with uncertainty, but…
Emerging Markets Cheat Sheet (April 11, 2011)
Emerging Markets Cheat Sheet (April 11, 2011) Strengths According to Xinhua News, the China National Offshore Oil Corporation…
100 Years of Shifting Growth
As part of our research, we track the fiscal and monetary policies of countries around the world. We…
Above the Fray (Sonders)
Above the Fray by Liz Ann Sonders , Senior Vice President, Chief Investment Strategist, Charles Schwab & Co.,…
The Strong Link Between GDP and Oil Consumption
Global crude oil and liquid fuel consumption grew at its second-fastest pace in over three decades in 2010, rising 2.8 percent to 86.7 million barrels per day, according to the U.S. Energy Information Administration (EIA). In fact, worldwide oil consum...
Middle-Class Middleweights to be Growth Champions
Over the next 15 years, the number of children in middle-class households in emerging market cities around the world may grow 10 times faster than those in developed countries. This future generation living in places such as China, Latin America and So...
What's Driving Russia's Outperformance?
What's Driving Russia's Outperformance? By Frank Holmes, John Derrick and Tim Steinle, Co-managers of the U.S. Global Investors…
Emerging Markets Cheat Sheet (March 21, 2011)
Emerging Markets Strengths The People’s Bank of China (PBoC) published a household survey for the first quarter of…
Developed Countries Getting Hit Hard
by Bespoke Investment Group Equity markets across the country have gotten hit pretty hard since February 18th (when…
Volatility on the Rise (Sonders)
Volatility on the Rise by Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab & Co.,…
Gold Market Cheat Sheet (March 14, 2011)
Gold Market Cheat Sheet (March 14, 2011) For the week, spot gold closed at $1,417.45 per ounce, down…
Worry ... Friend or Foe? (Sonders)
Worry ... Friend or Foe? by Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab &…
