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 found its way to the resolution of its long-running political Read more…
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 the innovators who enable those changes. One of the most Read more…
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 and politics. The present writer sat with a group of Read more…
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 — a severe allergic reaction which in different individuals can be Read more…
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 typical World Bank fashion, the authors mined dozens of data-sets. Read more…
Market Summary Pundits Are Wrong Again: Europe Continues to Grow post-Brexit Prior to the Brexit vote, many pundits were pushing the narrative that Brexit fears would create a big decline in business’ expansion plans. They believed that the fear of future economic decline would make businesses want to retrench. It Read more…
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