Japanese Equity Indices: A Look Under the Hood
Kicking the tires in the Land of the Rising Sun.
Authored by: Eric Winig
Bullish on Japan
Economic and market indicators are finally flashing green for the Land of the Rising Sun.
Whither Inflation?
While most investors believe inflation is set to rise, this is hardly a foregone conclusion; indeed, the threats of high inflation and deflation both remain.
Global Inflation Hedging
This report examines inflation’s impact on investments and evaluates several inflation-hedging strategies with an emphasis on cross-border investments. Exhibits include the performance of various inflation hedges in high and low inflation periods.
TIPS Revisited
Yes, yields are low. But TIPS still have a few things going for them.
Where has all the Money Gone?
Money supply growth has slowed to a trickle; what does this mean for equity markets?
U.K. Small-Cap Indices: Size Matters
A revealing comparison of the FTSE Small-Cap and the Hoare Govett Indices.
Emerging Markets Equities: More Room to Run
Despite their huge run-up, emerging markets equities still look good.
Reflation Takes Hold
The bulls had their way in 2003, and while the economy could surprise on the upside in 2004, equity valuations and economic structural problems remain a concern.
Deja Vu? Low-Quality Equities Rise Again
Much as they did in 1999, equities with negative earnings have far outpaced their profitable peers this year.