Why India Represents an Opportunity Today

by / Emerging Markets, India on July 25, 2016

Gaurav Sinha recently had an opportunity to speak with Morgan Stanley’s Head of India Research, Ridham Desai. They discussed a range of issues covering India’s macroeconomics in the wake of global events such as the resignation of Dr. Raghuram Rajan Brexit. 

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/ Dividends, Equity, Small Caps on July 22, 2016

Watch Out, ACWI: Global Small Caps Continue to Crush Global Large Caps

Investors looking to maximize the benefits of global diversification may need a nutritional supplement to ACWI to complete their asset allocation. That’s where global small caps come in.

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/ Dynamic Currency Hedging, Equity on July 21, 2016

Is Dynamic FX Hedging the Future of International Equity Investing?

For as far back as we can remember, investors in the U.S. have primarily defaulted to accepting currency risk when investing abroadbut that default assumption has changed over the last five years. Jeremy Schwartz explains the role dynamic foreign exchange hedging could play in the future, and why it is looking more and more attractive.

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and / Market News, Mid-Caps, Small Caps on July 20, 2016

What Is Driving the S&P to New Highs?

With the S&P 500 Index reaching all-time highs, a natural question to ask is not just “how is this happening?” but “who is responsible?” Through July 15 of this year, if we take a look at the top 10 performers in the S&P 500 with at least .5% weight in the index, we find that 10 generals have helped the market recover from the transient tribulation set off by Brexit.

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/ Brexit, Fixed Income, Currency & Alternative, Market News, U.S. Treasuries on July 20, 2016

It’s Not the End of the World as We Know It

Given the tenor of the discussion surrounding Brexit, investors may be forgiven for feeling the economic and financial worlds are collapsing around them. So we thought it would be a good idea to turn the focus back on the U.S. and analyze the outlook for the domestic economy.

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