1202 briefings from 377 companies
Scott Glasser and Michael Kagan offer insight on the equity market.
Published:15 September 2014
Ken Leech discusses multiple issues concerning the global financial market.
Published:22 August 2014
Hersh Cohen offers his opinion on some of the best values in the equity market.
Published:15 August 2014
John Goode discusses multiple issues of current importance for the economy and financial markets. Topics include; the importance of the stock market since 2009, interest rates in the coming years, emerging market stocks and developed markets.
Published:11 August 2014
In this paper, we explore the current environment, potential opportunities and uncertainties that interest rates will have with London-based Regina Borromeo, a Portfolio Manager at Brandywine.
Published:31 July 2014
Business Area:Fixed Income
This paper explores multiple issues of current importance for the economy and financial markets including stock market performance and volatility, how the US can achieve faster GDP growth and the need to be more selective about securities and favour higher quality issues going forward.
Published:16 June 2014
This informative market insight explores whether or not market fundamentals support current equity valuations. It includes a look at key factors impacting the profit outlook now, and explains why fundamentals matter more as valuations become fair or higher.
Published:06 June 2014
How did the market rise so strongly last year? Where are the opportunities in 2014? Is now a good time to be a US Equity Investor?
Published:25 April 2014
We are continuing to experience a very mixed market. Despite some indicators showing M&A activity is ahead of last year, including some pockets of intense activity and some key “mega-deals” being announced, these headline numbers do not give the full picture.
Published:23 February 2014