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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

The Rocket’s Red Glare

Jefferson V. DeAngelis
July 30, 2019

Here in Milwaukee, the Fourth of July is kicked off every July 3 with a large-scale fireworks show held on the lakefront. The panoramic backdrop makes for quite a show in the night sky. Looking through the fireworks induced haze marking the celebration of another Fourth of July, I was struck by the parallels between staging a successful fireworks show and managing the current economic cycle.

Pari Passu

Jefferson V. DeAngelis
June 24, 2019

The ongoing trade war between China and the United States is exposing their opposing worldviews. The Chinese government prefers to control production whereas the US authorities find it easier to promote demand.

Autopilot

Jefferson V. DeAngelis
May 29, 2019

In the classic comedy movie Airplane, one of the more memorable scenes is when the characters engage the autopilot to keep their plane airborne. The catch, however, was that the autopilot could not land the plane.

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