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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.

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William C. Slaughter, CFA®

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

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K.P. O’Reilly Ph.D., J.D.

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

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RECENT PUBLICATIONS

Apophenia

Jefferson V. DeAngelis
February 27, 2018

Humans have an innate tendency to discern patterns and connections between otherwise unrelated things. Psychiatrists have termed this ability as apophenia. It’s an essential trait to make sense of an otherwise random world.

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

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