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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

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.

Nostalgia

Jefferson V. DeAngelis
April 29, 2019

Across the U.S. a subtle shift has been going on for some time with many Americans appearing to adapt a more European way of life.  In towns small and large, you will find sidewalks transformed into trendy outdoor cafes. In many cities, espresso bars are as commonplace as the traditional corner tavern. Even the long running American love affair with the automobile is being reconsidered as urban centers move to adopt public transportation systems resembling those found in many European centers.

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