September 2016

September 29, 2016

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The Case for Emerging-Market Assets We are getting more bullish on EM. We have been bullish on certain emerging-market assets since earlier this year, particularly Brazilian bonds.  We viewed them as a reversion-to-the-mean trade as commodity prices stabilized and Brazil...
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September 22, 2016

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September 22, 2016

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India’s Masses Get Ready for the Digital Revolution As global investors, we try to position ourselves in front of powerful secular trends — social, economic, and technological changes powerful enough to transform the societies in which they occur and reward...
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September 16, 2016

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September 15, 2016

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Step Aside, Boomers: “Gen Y” and “Gen Z” Will Soon Be Driving the Global Economy With apologies to the Baby Boomers, they like to talk about themselves.  We’ve read a lot about the influence Boomers have had on U.S. culture...
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September 08, 2016

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September 08, 2016

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EpiPen Pricing: Much Ado About Nothing   Drug prices are back in the news, this time focused on the epinephrine auto-injector marketed by Mylan [NASDAQ:  MYL] as “EpiPen.”  EpiPen is a life-saving product for those at risk of anaphylaxis —...
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September 02, 2016

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The Real Source of Wealth A decade ago, the World Bank published a study exploring the wealth of the world’s nations — specifically, trying to tally that wealth and identify where it resides.  (Interested readers can find it here.)  In...
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