Commentaries
Equities
"...it is important to remember in our view that markets are not the same thing as economies."
Raj Shant, Newton
View sectionFixed income
"We believe the only place to hide during these periods is in US Treasuries and gold."
Tom Higgins, Standish
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Currencies
"Unfortunately, the spectrum of possible outcomes to the European crisis remains very broad..."
Constantine Ponticos, Pareto
View articleCommodities
"...we expect commodities will continue to attract investor interest in the coming year..."
Kenton Yee, Mellon Capital
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Real Estate
"Real estate fundamentals in certain markets are solid: rents and occupancy levels are rising..."
Todd Briddell, Urdang.
View articleAsset Allocation
"...investors need to be smart about positioning themselves for both good and bad..."
Robert Jaeger & Stephen Kolano, BNY Mellon ISSG.
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