European Markets are Moderately Attractive
Do lowered earnings growth projections adequately account for increasing headwinds?
Europe
U.K. Dividends on the Upswing
Not only have dividends risen recently, but they appear to have room for further growth.
The Maturation of European Style
Value continues to best growth as style distinctions evolve.
European Bonds: Choose Your Benchmark Wisely
The benchmark choice may be more important than valuations.
Navigational Aids for European Venture
Investors must be highly selective when considering commitments to European venture capital funds.
The Perils of Market Timing
What happens if a market timer misses the most important days or months?
Germany Joins the Inflation-Indexed Party
Inflation-indexed bonds, a curiosity a decade ago, are now a full-fledged global asset class.
The FTSE All-Share: Searching for Fair Value
In order for future real returns to approach those of the last 45 years, unless one makes the highly optimistic assumption of a further expansion in the multiple, either real earnings must compound at a significantly higher rate, or dividend yields must rise.
Small-Cap Equities: Are They Worth the Risk?
When building return forecasts, be wary of extrapolating past periods of underperformance.
T-Bill Returns: What Can We Expect?
How long will cash continue to be trash?