Mindshare

MINDSHARE

admin

Mindshare 2018-01-29T18:22:34+00:00

Insights from our team on emerging markets.

Jefferson V. DeAngelis, CFA®

Chief Investment Officer
Monthly commentaries on market themes of general interest.

READ MORE »

William C. Slaughter, CFA®

Senior Portfolio Manager
Quarterly views on global financial markets and performance.

READ MORE »

K.P. O’Reilly Ph.D., J.D.

Research Director
Analysis of the ever-changing global political events shaping emerging markets.

READ MORE »

RECENT PUBLICATIONS

Stories and Storytellers

Jefferson V. DeAngelis
January 29, 2018

These days it is easy to be cynical. Writing this on the eve of a U.S. government shutdown, it seems that our leaders and institutions too often disappoint us. Perhaps the truth about our leaders and institutions was always oversold, yet we chose to believe differently.

2018 Investment Outlook

William C. Slaughter
January 24, 2018

The U.S. economy is in the late stages of an expansion, and speculative excesses are beginning to proliferate. Risk assets will probably perform well in 2018 but increasing caution and portfolio conservatism are warranted

Monitoring Global Risk Events: Applying GDELT to Global Events

K.P. O'Reilly PhD, JD
January 11, 2018

Over the course of 2017, we integrated big data analytics into Northwest Passage Capital Advisors’ tracking of global events. As part of our firm’s ongoing “Boots in the Cloud” research initiative, we are actively leveraging the vast data potential of the Global Database of Events, Language, and Tone (“GDELT’’) to gain a fuller and better-informed perspective on world events impacting emerging markets.

Page 1 of 13
ARCHIVED ARTICLES