Australia's Negative 3q GDP Shock Belies Underlying Strength
Real or inflation adjusted GDP fell by 0.5% in the September quarter, the worst quarterly outcome since the financial crisis and the second worst...
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The Market Sentimentalist: Political Kill
2016's "Political Kill" season continues, making this year one of the most toxic for incumbent politicians we can ever recall.Monday saw Italian PM...
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Black Swans, Paradigm Shifts, and Other Ideas
We attended two events hosted by the CFA Society of Thailand last week. One was presented by Port Shelter's Richard Harris and the other involved a...
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The Prospects for Pension Reform in China
China’s introduction of pensions has been a brave effort continually embroiled in titanic headwinds. Issues frequently raised are lack of...
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The Changing Investment Research Landscape
Who should pay for research use when making investment decisions?For a number of years market stakeholders have debated “unbundling" brokerage and...
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