As the political crisis between Greece and greater Europe continues to evolve, markets around the world are exhibiting ever greater levels of volatility. For U.S. bond investors, the concern over the last several weeks2 has been the potential for gaps in liquidity in the bond market.
Last week, Professor Jeremy Siegel and Jeremy Schwartz chatted with Marc Chandler, currency strategist at Brown Brothers Harriman, and Ruchir Sharma, head of macro and emerging markets at Morgan Stanley Investment Management.
For many investors, China is either the land of opportunity or a risk to global growth. As the Chinese government continues to enact reforms intended to stabilize markets, we believe investors should turn their attention to an often overlooked play on Chinese growth: the yuan.
I recently visited the Japanese prime minister’s (PM) offices and met with several senior decision makers to get a firsthand update on what lies ahead. The key takeaway for investors is that the structural bull case for Japan remains intact.
Last week, Professor Jeremy Siegel and I chatted with Gavin Serkin, head of emerging markets at Bloomberg and author of “Frontier: Exploring the Top Ten Emerging Markets of Tomorrow,” as well as Kevin Daly, portfolio manager at Aberdeen Asset Management. Our conversation revolved around the frontier markets and the opportunity set they present.