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Markets & Economy » The Rise of Indonesian Consumerism

April 20, 2016 | Investment Themes

When Joko “Jokowi” Widodo assumed the office of president of Indonesia in October 2014, we were cautiously optimistic that his success as governor of Jakarta would be replicated on a national scale. Yet shortly after taking office, our enthusiasm waned amid political disappointments that …

Library » A Brief Post-Election Q&A

November 30, 2012 | Market Commentary

Investor attention quickly shifted toward the “fiscal cliff” following the conclusion of this year’s election. Recent market weakness reflects the widespread uncertainty surrounding expiration of a variety of tax cuts and the advent of certain austerity measures at the federal level early in 2013. …

Library » State and Local Fiscal Responsibility: A Double-Edged Sword

December 13, 2010 | Market Commentary

It seems as though not a week goes by without seeing a new story about some state or local government having budgetary problems. Headlines such as “Illinois: Our Very own Greece?” and “Newark Cuts Toilet Paper from City Budget” evoke startling images of the fiscal situation at the state and local …


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