Alvaro, where did you go during your last trip to Europe?
I spent a couple of weeks attending the Spain Investors Day Conference in Madrid, the Swiss Equity Conference in Bad...
Obviously, volatility has picked up from a historically low level. Some component of this is a function of “risk parity” portfolio construction models, where as statistical...
Q - You seem agitated by the ultra low bond yields. Maybe you need to make a mental adjustment?
A – Yes. Whether global yields are hovering close to zero due to secular stagnation,...
Britain’s historic vote to leave the European Union has resulted in a vicious shockwave that is rippling through the global financial markets. Given the near-unanimous expectation for...
In a low nominal growth world, yield is indeed poised to be a scarce commodity, and yield-driven equity asset classes have multiplied to satisfy demand. In some cases, there is dubious...
Ever since taking office in 2012, Japan Prime Minister Shinzo Abe has been on a mission to improve Japan’s economy. Abe moved quickly to launch an aggressive and unconventional economic...
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