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Foster Corwith, Causeway Capital Management LLC
These days, consumer staples businesses are trading at peak valuations and near peak margin profiles.
Category: Global Equities
July 20, 2016
Ignacio Sosa, DoubleLine
So much attention has been focused on the race to Washington – for the White House and for Congress – but there’s another, larger factor poised to affect the economy.
Category: Fixed Income
October 25, 2016
Stephen Carlin, CIBC Asset Management
The 2016 U.S. election campaign will soon end, and investors should remember that fact when reviewing their portfolios. Still, here’s some insight on what to expect in the near term.
Kenrick Leung, Amundi Hong Kong Ltd.
Political concerns and safety issues could put a dampener on China’s goal to become a key builder of nuclear power facilities.
Category: Emerging Market
October 18, 2016
Luc de la Durantaye, CIBC Asset Management
October 13, 2016
Andrew J. Kronschnabel, Logan Circle Partners