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Feb 07 2014

Can The EM Problem Spread To DM? Yes, If It Gets Bad Enough

  • Feb 7, 2014

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

Oct 05 1991

Developing Europe.... A New Conceptual Sector Commitment

  • Oct 5, 1991

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.

Apr 01 1991

The Dollar, the D Mark and German Bunds

  • Apr 1, 1991

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.