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By Virginie Maisonneuve |
February 25, 2013
We are cautiously positive for the global economy, and for global equities in particular, as we look ahead into 2013.
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By Virginie Maisonneuve |
January 21, 2013
Japan’s new leader, Shinzo Abe, will take the helm of a country in recession, with business confidence near three-month lows and the highest debt-to-GDP ratio in the OECD.
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By Virginie Maisonneuve |
December 21, 2012
An elevated risk premium suggests equities are extremely cheap versus bonds.
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By Virginie Maisonneuve |
November 20, 2012
The eurozone and its politicians continue to face many unresolved and highly important issues.
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By Virginie Maisonneuve |
October 23, 2012
A little over one year ago, the world witnessed unprecedented events as political protests swept across the Middle East, taking down four long-standing autocrats and drastically changing the political landscape.
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By Virginie Maisonneuve |
September 25, 2012
The global investment environment is increasingly fragmented. Although it has become the norm to say we live in a globalized world, we are also witnessing growing schisms within the “global village.”
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By Virginie Maisonneuve |
August 21, 2012
In today’s extremely tough and uncertain economic environment, the battle against climate change is getting fewer inches of column space.
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By Virginie Maisonneuve |
July 24, 2012
Europe has avoided—for now—the drama of a Greek exit from the euro thanks to Greece electing a party that broadly backs its bailout terms.