Country In Focus: Japan

January 09, 2017 | Market Commentary

Japan seems to have fallen off the financial media radar of late, so perhaps it is a good time to check in with the world’s third largest economy. Even as the political calendar continues to heat up with the recent U.S. election which now shifts...

Research Note - December 2016

December 22, 2016 | Market Commentary

Does the election of Donald Trump plus a Republican majority in the House and Senate equal a change in our economic overview? We look beyond the splashy headlines to contemplate this question in our new Research Note.

Research Note - August 2016

August 10, 2016 | Market Commentary

A recurring topic in our Research Notes in 2016 has been the importance of being prepared for market volatility against a backdrop of slow economic growth and relatively full valuations.

Country in Focus: Argentina

June 13, 2016 | Emerging Markets

Argentina is a country with plentiful natural resources, a well-educated labor force, and some of the highest income levels in Latin America. It has a rich, diverse culture and heritage, as well as a very turbulent past. Argentina’s story essentially centers on the questions of ‘what’ and ‘why.’ The former is less contentious, while the latter remains quite vexing.

Country in Focus: Brazil

March 27, 2015 | Emerging Markets

Brazil is the world’s seventh-largest economy and its population of over 200 million continues to gain purchasing power. The middle class is growing, and accounts for more than half of consumers. Millions have been lifted out of poverty, but government intervention in the economy continues to cause...