The Weekly View
Click on the links below to download a PDF with the corresponding weekly view.
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Stealth QE Helping Europe…For Now
European stocks are up about 6.5% so far this year compared to 4.8% for the S&P 500 primarily, in our view, due to investor enthusiasm regarding the European Central Bank’s (ECB’s) long-term refinancing operation (LTRO).
- ‘Risk On’ In January But Policy Purgatory Persists
- Adding to Exposure to Emerging Markets
The Strategic View
Click on the links below to download a PDF with the corresponding strategic view.
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2012 Asset Allocation Strategy
Beating "Di-worsification" and Financial Repression
- A Tough Year for Global Allocation Strategies
- China Can Drive the World Economy for a Few More Years - Then Watch Out