Insight & Commentary

  • Drilling into Oil Market Investing after the Attack on Saudi Arabia

    Longer-term investors should focus on an energy company’s structural advantages in terms of asset base quality, operational efficiency and financial discipline, not the price of oil and gas.

  • What's Driving the Market Rotation from Growth to Value?

    A rising Treasury yield amid better economic data, easing macro risk and a few more monetary injections may be spurring the rotation. Corroborating, so far, a “mid-cycle adjustment”?

  • Brazil's Flight of the Chicken

    The market has bid up Brazilian assets in anticipation of economic reforms, but the optimism should be well measured and individual securities well picked.

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