Emerging Equity Indices: Changes Afoot
Emerging markets equity indices could undergo a radical facelift if FTSE and MSCI follow through with plans to boost exposure to Korea and/or Taiwan.
Authored by: Robert Lang
T-Bill Returns: What Can We Expect?
How long will cash continue to be trash?
Chinese Equities: Envisioning the Endgame
While the current party may end badly, their long-term prospects still look good.
Benign Inflationary Pressures in the U.K.
Although inflationary pressures appear tame at the moment, the optimal time to invest in inflation-hedging products is when they are out of favor and relatively inexpensive.
Can the Market Stay in the Sweet Spot?
Rising momentum in the global economy and capital markets threaten to force already-stretched equity valuations to even higher levels.
Small-Caps–Beyond Speculating
Will their speculation-driven rally persist?
What Should We Do About the Japanese Equity Rally?
Is the most explosive rally in the post-bubble era the long-awaited end of the bear market, or a replay of past equity rallies that ended up fizzling instead of dazzling?
The Shocking Truth About Earnings Growth
Despite the pawing of the bulls and the roaring of the bears, current corporate earnings growth is right about where one would expect it to be following a recession.
European Mid-Cap Equities: Why They Should Not Be Disregarded
Given the stunning performance of mid caps this year, is there still time to make a tactical allocation bet to this sector?
Is the Cyclical Upturn in European Equities Justified?
While the 20%+ rally in the United Kingdom seems to have legs, the surge in continental equities may be running out of fuel.