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• Track Record

Insights

• How To Play Emerging Market Growth In The Coming Decade
• FX Riding The Wave Momentum Strategies In Foreign Exchange Markets
• Another Mini-Cycle In China Underway
• Til Debt Do Us Part
• Does EM always outperform in the long run?
• Buying European Clothes: An Investment Megatrend
• Cleaning Up After the 100-Year Flood
• Three Policy Puts Go Kaput: Downgrade Global Equities To Neutral
• The 2020 U.S. Election: A “Way Too Soon" Forecast
• Market Alert: The Correction Cometh, The Correction Came: Upgrade Global Equities To Overweight
• The Passive Menace
• How Much Longer Can The Bull Market Last?
• Smart-Beta ETF Selection, Part I: Value Funds
• EMS EM Equity Valuations Part I
• Why 2019 Is The Mirror-Image Of 2018
• Golden Rule of Bond Investing
• Revisiting The Fed Funds Rate Cycle
• Re Oil Demand: Fed Policy Trumps Tariffs
• Is China Already Isolated?
• ESG Investing: No Harm, Some Benefit
• Managing Bond Portfolios In A Rising Spread Environment, Part 1: Choosing The Right Benchmark
• Euro Area Banks: Value Play Or Value Trap?
• The Impact Of Robots On Inflation
• The Polybius Solution
• Pervasive Uncertainty, Persuasive Central Banks
• Did Amazon Kill The Phillips Curve?
• When do slowdowns turn into recessions?
• China Is Easing Up On The Brake, Not Pressing The Accelerator
• Into A Transition Phase
• Italy And Japan: Compare And Contrast
• Don't Fight the PBoC
• China And The Risk Of Escalation

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