Research.LeutholdGroup

The current EM weakness is not yet a full-blown crisis but, if it does become one, it will drag down developed economies too.

• Read more

After the initial burst of enthusiasm, the turmoil and troubles of the past two years have brought expectations back down to reality or below. We view this as a second and better opportunity to initiate a “Developing Europe” investment theme.

• Read more

This month, the Conventional Asset Allocation Model has added to its holdings of German government bunds, taking them up to 18% of the model’s assets. Normally this would be a subject for this publication’s “Foreign Investments” section. However, the considerations involved in making this investment decision should be of broader client interest.

• Read more