The last week of July was quiet in terms of economic data and political risks on a global scale. Amongst the main economic events, Greece has entered into debt negotiations, with the next expected debt payment due to the European Central Bank (ECB) on August 20.This latest market commentary takes a look at manufacturing activity in China and Europe...
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As investors search for attractive risk-adjusted returns in challenging markets, they increasingly view sub-investment grade credit as an important component of a globally diversified fixed income portfolio. Credit markets have evolved since the global financial crisis and now provide a broad opportunities for investors across a number of sectors a...
The mutual fund industry has grown tremendously in both size and complexity during the past 30 years. The variety of mutual fund structures and products has expanded, along with the diversity of investors.According to the 2015 Investment Company Fact Book published by the Investment Company Institute (ICI), from 1984 to 2014 the number of mutual fu...
This article reviews the latest 1.9% devaluation of the Chinese yuan (CNY) reference rate and identifies the three factors that prompted the currency move and the potential long- and short-term implications for Chinese and global asset classes.
Today even very young companies are often international — many entrepreneurial ventures are “born global” in terms of their supply chain or customer base. However, there comes a time when an entrepreneur will decide to make the push into an overseas market in a more formal way, working to establish a presence in that jurisdi...
It has been called one of the “greatest technological breakthroughs since the Internet.”1 It also has been called “a black hole” into which a consumer’s money could just disappear.The subject at hand is cryptocurrency—a medium of exchange created and stored electronically, and using encryption techniques to contr...
It’s a bit early for Halloween, but the equity markets have been scary over the past few weeks and months. Fear is problematic, particularly when it comes to investing in equities.There are currently two macro-driven events affecting the equity markets: the impact of the Greek debt crisis on the Eurozone’s recovery and implication...
The Export-Import Bank was created in February 1934, as part of the New Deal, to finance trade with the newly established Soviet Union. A second bank was created a month later to finance trade with Cuba and shortly thereafter expanded to include all countries with the exception of the Soviet Union. Congress passed legislation to combine the two ban...
This useful guide describes everything young and first-time investors would want to know about mutual funds, from selecting a fund, sales charge and other costs to identifying the right fund manager and more.
Whether public or private, successful businesses share some of the same concerns. Attracting and retaining talent, balancing growth and risk with profitability and adapting to economic changes are all essential. But the owners of private businesses face unique challenges, particularly when they decide to make changes in the ownership or management ...
On August 19, the Federal Reserve released the minutes from its July 28-29 Federal Open Market Committee meeting, which showed the Fed’s concern about China’s economic growth and market turmoil, as well as broader weakening in emerging market economies. The minutes also indicated the Fed’s view that a weakening global economy has ...
Though the IRS issued the final regulations for section 67 in May 2014 to require the unbundling of a fiduciary's integrated fee, corporate fiduciaries and tax planners continue to struggle with designing and implementing procedures to ensure that the directive is properly accounted for on returns during the upcoming tax filing season.While mos...
At a Daily Journal annual meeting in Los Angeles earlier this year, Charlie Munger – the 91-yearold Vice Chairman of Berkshire Hathaway – shared his opinion on the investment landscape when asked about negative interest rates in Europe and persistently low rates in the United States:"This has basically never happened before in my w...
U.S. stock market activity has been unusually volatile in the last couple days, with the S&P falling roughly 3.2% Friday and 3.9% Monday before rebounding about 2% in early Tuesday trading.Lower-quality credit markets has also suffered while treasuries and high-grade debt have rallied. This market commentary discusses where the global market st...
Most market watchers seem to be missing the point about the Fed’s impending rate hike cycle. It’s not about the when, it’s about the how. For months the Federal Reserve has been expressing its desire to begin policy normalization by raising interest rates, moving away from the zero interest rate policy (ZIRP) that has b...