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Commodity and Emerging Market Performance – Is This Divergence Sustainable?
Emerging market (EM) assets were hit hard by the crash in commodity prices in 2014-2015, but so far this year,[…]
Getting a Mortgage is Harder Than Ever
There’s an important debate bubbling among investors and policy-makers: have residential mortgage lending standards tightened too much for too long[…]
Keystone Pipeline Suffers Rejection Syndrome
Originally proposed in 2005, TransCanada’s Keystone XL pipeline would have transported over 800,000 barrels per day of crude oil from[…]
Bank Loans: 3 Key Things You Should Know
Many characteristics make bank loans stand out from their fixed income peers, but here are three key factors we believe[…]
Japan: 5 Reasons to Be Optimistic Despite the Demographics
Despite Japan's demographic challenges, I see several significant bright spots which bode well for the future.
Chinese Non-Performing Loans – How Bad Can They Get?
The main contributor to China’s economic slowdown is its manufacturing sector, which is suffering due to overcapacity and lower global[…]
US Housing: Prices Driven Up By Limited Construction & Strong Demand
Single family construction presents a puzzle: with the economy in the seventh year of expansion, why has home construction remained[…]
Oil Outlook for the Remainder of 2016
I believe oil prices will likely remain under pressure through the end of the year. There has been exceptional growth[…]
Shale: Producers Get Religion, But Uncertainty Remains
The answer to a fundamental question is becoming clearer: US oil production is likely going to be down dramatically in[…]
China: Rising Risks Posed by Shadow Banking
Non-bank financial institutions (NBFIs), which typically operate with less regulatory oversight compared to banks, have existed in China for decades.
BB-Rated Bank Loans Can Make It Better: Reducing Volatility, Drawdown Risk
Our bank loan team has long believed that BB-rated bank loans can be very attractive to asset allocators who wish[…]
The US Auto Industry: Have Sales Peaked?
After six consecutive years of growth, it looks like sales in the US auto industry may have peaked.
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