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

The Body Will Heal

Jefferson V. DeAngelis
March 20, 2020

Today, it is abundantly clear that the outbreak of the coronavirus (COVID-19) is dramatically impacting our daily lives and the economy at large. It is easy to overreact to the volatility of financial markets. Yet, the end of the world only occurs once, and this most likely is not it.

March 2020 Geopolitical Event Watch

K.P. O'Reilly PhD, JD
February 28, 2020

A short list of events to watch in the month ahead.

The Bull with Two Tails

Jefferson V. DeAngelis
February 27, 2020

Asset markets have experienced unprecedented growth since the financial crisis as central banks globally attempted to offset deflationary trends through massive injections of liquidity. In effect, their actions have prevented or delayed a default cycle.

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