Europe

April 28, 2015

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Investors’ Burning Questions Last weekend GIM’s Chief Investment Officer, Monty Guild, gave a speech to investors about world markets. During the Q&A, it became obvious that investors had four central concerns: 1. “The U.S. market is high; how do we...
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April 13, 2015

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The China Bull Rages China’s domestic stock markets in Shanghai and Shenzhen have put on strong rallies since the middle of 2014. Recently, the China rally shifted into high gear. We believe this outperformance is being driven by the desire...
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March 09, 2015

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New Leaders Are Taking the Growth Baton National Growth Rates Are Shifting As we all know, for the last decade China has been the most impressive grower of the major nations. It is now the world’s second-largest economy. India has...
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March 2, 2015

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Five Bull Markets Around the World — Thanks To Central Banks The U.S. — We’re BullishThe U.S. does not have a QE program at all now, but the U.S. stock and bond markets are getting support from the dovishness of the...
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October 23, 2014

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The European Central Bank buys securities from banks. Under Mario Draghi, the European Central Bank has embarked on its boldest stimulus yet — expanding its balance sheet by purchasing various kinds of asset-backed securities from Eurozone banks. We applaud Draghi’s determination, and...
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June 26, 2014

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Cash Influx Into Peripheral Europe Grows Again Foreign direct investment into the peripheral countries of the Eurozone was in retreat from 2007 on. Inflows are still low compared to pre-crisis levels, but there are signs that there is renewed appetite for...
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April 16, 2014

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U.S. Hegemony, Global Flashpoints, and Military Spending In February, Defense Secretary Chuck Hagel delivered the Obama administration’s proposed 2015 defense budget. It was notable for the reduction of the U.S. Army to its lowest force level since World War II. It...
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January 30, 2014

Investment Summary U.S. stock market earnings and growth prospects remain positive. The U.S. market is having a normal correction, and we will use this opportunity to spend some of the cash we have raised to buy stocks at a discount. The U.S....
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January 23, 2014

Investment Summary The four emerging trends mentioned above are all significant parts of understanding the investment picture for 2014 and for the remainder of the decade. Trend #1: With large banks curtailing commodity trading businesses, there should be less risk of...
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January 02, 2014

Our Outlook for 2014 in Brief North America U.S.: As we have been saying, the economy in the U.S. will grow in 2014 by a surprising amount. Corporate spending is rising and employment will follow. We anticipate U.S. GDP growth real...
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