Section
Middle East
21 posts
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…
Prepare, Donāt 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 wonāt come down anytime soon, and the growing correlation between stocks and bonds...
Emerging Markets Radar (December 30, 2013)
Emerging Markets Radar (December 30, 2013) Strengths The recent PMIs in Europe, where data showed growth in the…
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…
Syria: Market Impact (Mawer)
by Steven Visscher, Mawer Investment Management The atrocities in Syria have put the world on alert, including investors.…
Cheat Sheet on Syria
by George Washington The U.S. is about to attack Syria. Hereās what you need to know: Bombing Syria…
Middle East Tensions, Oil Prices and the US Economy
A further escalation of violence in the Middle East will not only have a terrible human toll, it…
