Are Oil-Producing States Still Feeling the Pinch?
Emerging-Market Game Changers: Diaper Wars in China
Checkup Time for Healthcare Stocks
Is It Too Late to Drill for Oil Shares?
Emerging Markets: Phoenix Rising

Emerging Markets: Phoenix Rising

by Paul DeNoon

Emerging market equity and debt have had a rough go over the past five years or so. They had been overhyped before then, and severely punished afterward. But we’re seeing some interesting developments on several fronts for emerging market securities, and we think it’s a good time for investors to take a new look at the reemergence of emerging markets.

Emerging Markets, Fixed Income

Heed the New Climate-Change Calculus
Headwinds to US Earnings Growth Abate

Headwinds to US Earnings Growth Abate

by Joseph G. Paul

The US stock market has gone nowhere for the past 15 months, with plenty of volatility along the way. To a large extent, the flat market reflects flat earnings, which peaked at the end of 2014 and have declined modestly since then. But we think the headwinds to US earnings growth are abating.

Equities, Wealth Management

Looking for Stable Income? Consider US Real Estate
Cash Flow or Liquidity? Unlocking Private Credit
Diagnosing Puerto Rico’s Default Dilemma
Brexit Volatility Highlights China Appeal
European Banks Respond to Pressures at the Margin
Municipals: Safe Port in a Storm
How to Stay Afloat in Choppy High-Income Markets
When Volatility Spikes: Hedge Your Global Bonds
Beware of “Perma-Bears” in Volatile Markets
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