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The Winds of Market Change

Periodically I’m afforded the opportunity to share the blog stage with my colleague Dr. Michael Hasenstab. This week Michael and I contributed our latest market views on a variety of subjects from our...

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Commodities: Correlating Trends with Opportunities

Commodity price inflation is both a social and an economic issue. In emerging markets in particular, food and energy costs take a deeper slice out of consumers’ income, which can lead to the type of...

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Readers’ Questions Answered

Traveling and building relationships have been central to my career, and meeting new people from all over the world is one of my favorite parts of the job. I can’t always respond to each of your...

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Emerging Markets Mid-Year Pulse Check

Global economic growth hasn’t been terribly inspiring so far in the first half of the year, but many investors have nevertheless been inspired to pour more assets into the equity markets, some of which...

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