Small-Cap Equities: Are They Worth the Risk?
When building return forecasts, be wary of extrapolating past periods of underperformance.
Europe
T-Bill Returns: What Can We Expect?
How long will cash continue to be trash?
U.K. Small-Cap Indices: Size Matters
A revealing comparison of the FTSE Small-Cap and the Hoare Govett Indices.
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.
European Markets Cheer
Free-flowing global liquidity, improving economies, and rising earnings growth prospects pushed capital markets higher in 2003—will the same factors provide a fillip in 2004?
The Lure of Inflation-Indexed Bonds
Despite skimpy yields, the European inflation-indexed market looks poised for rapid growth.
French and German Equities
Risk outweighs reward in these key European markets.
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.
Western European Private Equity: Attractive, But for How Long?
Private equity investors in Europe have outperformed their American counterparts over the past decade, and the gradual transformation of Europe’s economies should continue to provide them with a fillip in the future.