The years 1987, 1997, and 2007 have more in common than the integer seven.
Analysis by Jonathan Lewis that finds a common thread between three years.
Frontier Emerging Markets: The Reform Story
Frontier Emerging markets conjure a picture of underdeveloped third world countries where investors are subject to risks that cannot be easily understood. In this paper we will explore these inherent prejudices and biases and try to show that in a diversified portfolio, the risks of Frontier Emerging Market investing may actually be lower than other equity asset classes and the potential returns greater.
Investment Themes and Opportunities
Donald M. Wilkinson, III, CFA, shares three key themes that make his team optimistic about the outlook for technology.
Opportunities in Preferred Securities: Income Enhancement in a Low Yield Environment
All Eyes on Washington, but Many Critical Issues Move Forward at the State Level
While we wait for additional clarity out of Washington, including the ultimate outcome of the health care bill, states have been taking action and pursing proposals that may have significant downstream credit impacts on local governments.
Hedge Fund Investing: Without a Crystal Ball (or Basketball)
Recently, retail investors have started to pay more attention to “liquid alternatives” investment strategies. This commentary outlines a few of the things investors should keep in mind when considering investing in liquid alternatives.
Investing in Emerging Markets
In this white paper and webinar, Julian Mayo, Co-CIO at Charlemagne Capital, discusses the investment themes driving emerging markets today, and why previous underperformance has started to reverse.