We get a lot of questions on how gold will perform in 2017.
Looking into 2017, our primary investment thesis is based on the belief that investors are underestimating the prospect of stronger growth and inflation in the US economy relative to the rest of the world over the nex
This year, we expect a continuation of many of the same themes we’ve seen in private markets this year.
The last few days of 2016 have receded amidst continued pain for Asia's markets. The year had begun with a rally in Asia's equity and fixed income markets, but it ended in a slump.
We are facing a world where ‘safe assets’ pay nothing or even charge you to own them, yield can only be found at higher risk levels and markets which have benefited from falling yields are vulnerable to a change in di
If you use the GPS map application Waze then you know that there are usually multiple routes to a destination, and that each could provide an experience remarkably different than the others.
In recent weeks, the market has been abuzz with talk about a rotation in the equity markets from more defensive sectors like utilities, REITS and large-cap multinationals to “riskier,” cyclical sector
Sometimes politics influences economic factors, sometimes it does not.
As Bob Dylan wrote way back when, “The Times They Are A-Changin’.” With the election of Donald Trump to the White House, they surely have. But perhaps not quite as dramatically as some commentators believe.
2016 has been a tough year for Spain.