Japan will double its monetary base over the next two years in an effort to rid the country of deflation The Japanese Nikkei stock index is up over 40% year-to-date with export companies leading the way Input prices for Japanese companies s...
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Domestic stock indexes performed strongly in the first quarter especially when compared to most foreign markets and asset classes Unemployment in the European Union reached 12% in February, a level higher than during the 2007-08 financial c...
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The last time the Dow surpassed its prior all-time high was in late 2006 and continued to move higher by about 20% Key measures of the economy today compared to 2007 show that the economy is not as vibrant as it was in 2007 The current rall...
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Current Valuations and Short-term Momentum are Driving Opportunities in European and Emerging Markets A Look at Brazil Valuation Metrics Positioning of Momentum Models In our January market insight, Michael Ball, Lead Portfolio Manager addr...
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The high-risk macro backdrop for the economy was a primary reason our portfolios were quite conservative as we began the year Many foreign markets are less expensive on a historical valuation basis than the U.S. As we move through 2013, bon...
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