Global Clients, Global Portfolios
Research commentary published April 2013 – September 2017
3 entries · April 23, 2014 to November 20, 2015
November 20, 2015 · by James C · Filed under Charts to Watch
Please use the link below to access this week’s update on global financial conditions, fixed income markets, world equities, economic data, major currencies, and commodities. Feel free to contact us with any questions or requests. Best regards, James Disclosure: The…
April 24, 2014 · by James C · Filed under Big Picture View
In our last post we discussed the attractiveness of European equities in aggregate, and assessed the pros and cons of implementing this regional investment theme with a market capitalization weighted ETF (VGK – Vanguard). It was our conclusion that the…
April 23, 2014 · by James C · Filed under Big Picture View
A bullish investor consensus for European equities appears to be building. More and more, we are hearing and reading that European equities are attractive and undervalued. It may be the right time for greater exposure to developed international equities, and…