Generation Hashtag as an Investment Theme
Forget everything you learned about Millennials....Millennials were ‘digital’ as defined by the discrete electronic tasks they performed on...
203 Views
TGIM! @KVP_Macro - WK 23. Mon 6 Jun. The Global Macro Take: RBA, RBNZ but Really All About US Bonds
WK 23: Mon 6 Jun 2016. (As always thoughts/comments welcome…)Global Macro Take: WK 23 – RBA, RBNZ but really all about US Bonds Market will...
160 Views
TGIM! @KVP_Macro - WK22. Mon 30 May 2016. The Global Macro Take: DXY Is Going Back to 100
Global Macro Take: WK 22 – DXY is going back to 100 Again its all about the US Dollar & upcoming Fed hikes, nothing else matters… DXY at 95.52...
169 Views
Asia-Pacific: Branch Banking and Profitability
It is easy to understand why there has been and remains so much hope regarding the profitability of China’s banks. The simple answer is...
194 Views
Morningstar Markets Observer: Q2 2016
All fixed-income indexes posted especially strong returns considering the current low-yield environment, because of falling interest rates and...
202 Views