Asia: Developing Leadership
As all eyes are focused on Europe—the current darling trade—Asia is emerging as a technical leader. The MSCI All-Country Asia Index (below) is...
260 Views
Bitcoin - The View From Lagos
In my research and investing I stress three things: people, structure, and value. I look for companies that are controlled and managed by quality...
1.5k Views
Money Matters: Deutschland Über Alles?
Eurozone inflation announced today came in "on target" at 2% for the first time in 4 years!! To give credit where credit is due, between 2001 and...
645 Views
Money Matters: Ready for Lift-Off?
The Personal consumption expenditure numbers in the US were released today. Income grew 0.4% MoM, an annualised rate of nearly 5% but the deflator...
171 Views
U.S. Asset Managers Still Facing a Difficult Future
Since the presidential election, the prospects of easing regulation and lower corporate taxes have lifted the shares of the U.S.-based asset...
230 Views