Section
Global Investing
2574 posts
Emerging Markets Diary (October 25, 2010)
Emerging Markets Diary (October 25, 2010) Strengths China has been supportive of small and medium-sized private companies engaged…
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...
Turkey: A Country on the Rise
Turkey has been a bright spot for emerging markets this year, nearly tripling the performance of other Emerging European countries. Tim Steinle, co-manager of the Eastern European Fund (EUROX), has just returned from a research trip to Turkey and repor...
Jim O'Neill: "I think we have to stop talking about many of these places as the so-called emerging world."
JIM O'NEILL, ASSET MANAGEMENT DIVISION CHAIRMAN AT GOLDMAN SACHS, TALKS ABOUT CHINA RAISING RATES ON BLOOMBERG SURVEILLANCE (This…
What does the China rate hike tell us?
by Yiping Huang, via VoxEU.org On 19 October, the Chinese central bank announced a series of rate hikes.…
Godfather of BRIC Nomenclature, Jim O'Neil, Interviewed on CNBC
via Trader Mark I thought the line of questioning in this morning's interview with Goldman's Jim O'Neil [Jan…
Three Top Picks from Goodreid's Don Lato
BNN's portfolio manager interviews are a great repository of investment ideas from across the asset management spectrum. Today…
Thoughts on Gold, China and QE
Gold prices took a hit yesterday after China announced that it was raising the country’s interest rates but Brian Hicks, co-manager of our Global Resources Fund (PSPFX), doesn’t think this is the end of gold’s run. In fact, we’v...
Bob Doll: Market Rally Continues
The continuing trends of some “less bad” economic news and optimism over the prospects for additional quantitative easing…
“Gone in 60 Seconds”
by Jeffrey Saut, Chief Investment Strategist, Raymond James October 18, 2010 60 seconds = 1 minute 3,600 seconds…
Emerging Markets: Investment Opportunities in the New Normal
by Curtis Mewbourne, PIMCO Click here to read Curtis Mewbourne's biography. At our most recent quarterly Economic Forum,…
Gold Market Diary (October 18, 2010)
Gold Market Diary (October 18, 2010) For the week, spot gold closed at $1,368.40 per ounce, up $21.66,…
Energy and Natural Resources Market Diary (October 18, 2010)
Energy and Natural Resources Market Diary (October 18, 2010) Strengths Two more shale oil and gas deals were…
Emerging Markets Diary (October 18, 2010)
Emerging Markets Diary (October 18, 2010) Strengths China’s passenger car sales accelerated in September, rising 19.3 percent month-over-month…
Chart of the Week – Autos Boosting Palladium Demand
We talked earlier this week about the long-term prospects for copper prices but palladium has been the star performer of metals this year. As of yesterday, palladium is up 47 percent in 2010 to $602.75 an ounce.
Palladium has benefited from a rebound...
China's Effect on Copper
LME Week is an important tradition in the global metals industry calendar that takes place each year in London during the fall. This year's event kicked off on Monday and the spotlight on industrial metals couldn't be brighter, especially f...
