Investment Perspectives

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Signs Of Hope Emerge, But Pessimism Remains High

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Despite last week's rally, investor sentiment remains depressed and we expect volatility will persist.

The Silver Age Of The Central Banker

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Monetary policy is no longer the surefire tonic for investors it was even a few months ago.

Past Trauma Blinds Investors To Future Danger

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Investors have an irrational fear of what already occurred and not what might come in the future.

Market Calm May Be Short-Lived

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A sputtering global economy and central bank ineffectiveness point to further volatility.

Looking For Income

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Dividends have become a more important part of equity returns as stock price increases have lessened.

More About Negative Interest Rates

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We have to understand and deal with negative rates, whether they are good policy or not.

70 Is The New 65

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Demographics still support "lower rates for longer."

Consolidation Day?

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While markets can certainly do anything, I think the "selling stampede" is over.

Interstellar

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The discovery of gravitational waves is really a big deal.

Is Saudi Arabia Winning The War Against Shale?

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Saudi officials insist the kingdom's oil production strategy is not aimed at putting U.S. shale producers out of business.

Assessing Risks In The Rest Of The World

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Two major nations, one each in Europe and Asia, stand out as possible risks.

How Extreme It Is

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The speed and magnitude of the decline in the 10-year Treasury yield witnessed in recent weeks is very rare.

Data-Driven Perspective On A Rough To 2016

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This is the third worst start for stocks over the past nearly 90 years.

The Next Big Idea In Economic Growth

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The new view's focus is on reforming the financial system and government policy to boost business investment.

Politics And Investing Don't Mix

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It's important to separate your personal voting preferences from your investments.

Putin is No Ally Against ISIS

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Putin’s real aim in intervening in Syria is to foster the European Union's disintegration.

Recession Unlikely Despite Market Turmoil

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The arkets appear to be pricing in a 50 percent chance of a U.S. recession, but we believe a recession is unlikely.

Why The President Isn’t All That Important

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In my opinion, the American president is one of the least powerful national leaders in the world.

Investors Try To Ride Out Improbable Storm

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The reduced effectiveness of central bank policies lie behind much of what ails the global markets.

What The Heck Is Going On In The Markets?

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What happened to drive Asian and particularly European markets down that hard?

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