Grantham: 10 Quick Thoughts to Ruin Your Summer
Jeremy Grantham lists the “potential threats to our well-being” in GMO’s quarterly letter.
Climate Change Brings Threats, Opportunities to Chilean Economy
Political scandals aren’t the only thing weighing down the Chilean economy these days.
Schroders: Ongoing Positive Trends Support Emerging Market Growth
Allen Conway, head of emerging market equities at Schroders, is expecting emerging markets to come back into their own this year.
Time for a BRIC Breakup
The inability of Brazil, Russia, India and China to collectively outperform peer emerging market nations indicates that something is badly amiss with the BRIC concept.
China’s ‘New Silk Road’ to Spur Infrastructure Investments
Rails, roads, pipelines will help trade links to three continents.
8 Unforeseen Consequences of Russian Sanctions
U.K. luxury spending by tourists drops, while McDonald’s and even Miley Cyrus could lose big.
Conservative Economist: Deficit Cutting Has Gone ‘Far Enough’
American Enterprise Institute budget expert John Makin argues that the U.S. is now—thanks to the sequester—on a sustainable fiscal path.
Concidence? Big ETF News Accompanies Big ETF Conference
The week has brought launches of ETPs on the Singapore dollar, BDCs and infrastructure, along with Schwab’s commission-free platform.
Rogoff and Reinhart’s Mountain of Debt Warning Catches Fire
As market talk focuses on the dangers of the U.S. fiscal cliff, Kenneth Rogoff and Carmen Reinhart’s debt theory is catching fire with the nation’s investment strategists.
Foreign Exchange Market Backs Away From Risk
The practice of borrowing in low-yielding currencies to take advantage of higher yields in others is not as common as it has been.