Mindshare

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Mindshare 2018-05-04T09:30:34+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

Krampus Comes to Town

Jefferson V. DeAngelis
December 30, 2018

While holiday songs suggest that there’s a naughty and nice list imploring us to be good for goodness sake, we mostly take for granted a Christmas visit from Santa Claus. Stock traders too are hopeful this time of year for the gift of early December performance to help boost their annual returns.

Maturity

Jefferson V. DeAngelis
November 30, 2018

The holiday season is upon us and for many this means spending time with family and friends. At parties and gathering this time of year we naturally find ourselves reminiscing about life’s various milestones, both joyous and sad. My favorite stories are those that touch on the follies of youth.

Gimme Shelter

Jefferson V. DeAngelis
October 30, 2018

With the markets responding to the threat of declining liquidity, the value restoration process is underway. The Federal Reserve has been raising interest rates since December of 2015 in a gradual, measured manner which is finally starting to bite.

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