Research

The Rise of the Chinese Consumer Remains One of the Best Alpha-Seeking Opportunities in the Next Decade

Why Chinese Consumer Spending Growth is Underrated and How U.S. Investors Can Take Advantage Alpha is the “holy grail” of portfolio...

Vive la Euro: Western European Cyclical Re-acceleration to Continue

European/Italian Banking System Easing on Net While Italian NPLs Remain a Concern U.S. healthcare policy note: Over the weekend, I spoke...

Tracking Uranium Miners; Reiterate Overweight in MSCI EAFE

Chance of a Le Pen Win Has Declined Substantially as First-Round Result Confirms Polls Accurancy At the peak in mid-February, uranium...