Mindshare

MINDSHARE

admin

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.

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

Russia Update: Rising Instability, Syria and Sanctions

K.P. O'Reilly PhD, JD
April 16, 2018

The last 30 plus days have seen a dramatic unfolding of events involving Russia. The combination of rising political tensions, new U.S. sanctions and another chemical weapons attack in Syria have put investors on edge. The conundrum facing investors is whether this new Syria crisis will quickly fade or linger given other cumulative effects.

The End of Risk-Free Returns

Jefferson V. DeAngelis
March 30, 2018

Markets are known for offering investors lessons in humility. On the one hand, Warren Buffet suggests that “humility can make you rich.” On the other hand, a lack of humility, typified by chasing unsupportable gains (aka Bernie Madoff), can lead to ruin. The difference in outcomes rests on the ability of investors to gauge the market.

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.

Page 1 of 14
ARCHIVED ARTICLES