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A strengthening US economy has prompted us to increase our allocation to sectors that will profit from rising domestic demand. Read More

  • February 4, 2011

Dietary shifts in emerging markets have serious implications for food shortages and price inflation. Read More

  • January 28, 2011

The US economic recovery is complete. Gross domestic product (GDP) has increased for six consecutive quarters and surpassed its 2007 peak in the fourth quarter, erasing the declines of the 2007-09 recession. Read More

  • January 24, 2011

Rising yields will be good news for stocks but bad news for US government bonds and investment-grade corporate issues. Read More

Allegations of financial manipulation by hedge funds in the run-up to and during the financial crisis have resulted in one of the largest dragnets by financial regulators in recent memory. What’s more, it appears that the mutual fund industry may be peripherally involved. Read More