Section
Infrastructure
238 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...
Shifting Sentiment (Sonders)
Schwab Perspectives: Shifting Sentiment Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc.,…
Energy and Natural Resources Market Cheat Sheet (May 30, 2011)
Energy and Natural Resources Market Cheat Sheet (May 30, 2011) The Baltic Dry Index, once an accurate indicator…
Emerging Markets Cheat Sheet (May 30, 2011)
Emerging Markets Cheat Sheet (May 30, 2011) Strengths First quarter results from Russian retailers surprised investors on the…
Niels Jensen: Investment Outlook (May 2011)
The Absolute Return Letter May 2011 The Case for Human Ingenuity “When you buy commodities, you’re selling human…
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…
Gold Market Cheat Sheet (May 16, 2011)
Gold Market Cheat Sheet (May 16, 2011) On Friday, spot gold closed at $1,493.22, up $2.38 per ounce,…
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…
Me, Lord Marlboro and the Dow!? (Saut)
Me, Lord Marlboro and the Dow!? May 9, 2011 by Jeffrey Saut, Chief Investment Strategist, Raymond James Reminding…
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,…
Byron Wien: The India/China Contrast
The India / China Contrast by Byron Wien, Blackstone Group May 2011 While I have made several trips…
Coal Use in China Shines Light on Growth
Coal Use in China Shines Light on Growth By Frank Holmes, CEO and Chief Investment Officer, U.S. Global…
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…
Africa: Challenges and Outlook (Mobius)
by Mark Mobius, Vice-Chairman, Franklin Templeton Investments In my previous blog, I touched on some of the opportunities…
Africa: Opportunities in Nigeria, Ghana and Kenya (Mobius)
by Mark Mobius, Vice Chairman, Franklin Templeton Investments Those who are optimistic about Africa say that after many years…
