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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

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.

Sharpen Your Axe

Jefferson V. DeAngelis
August 27, 2018

August days in financial markets tend to be quiet. Volumes contract as many investors take to the sidelines. This time offers a chance to spend time with families and friends, read a book, enjoy a beer; in short, it’s a good time to sharpen our axes for the fall.

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