The ‘great rotation’?
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Une impasse:
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And markets shrugged…
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Much to celebrate, much to discuss
If cash is king – and we certainly think so – it held court last month in Pittsburgh. The annual Crane Data Money Fund Symposium took place in the conference centre attached to our global headquarters, and what a court it was. More than 600 portfolio managers, salespeople and clients came to celebrate the industry’s […]
Lula’s spending plans unnerve Brazilian investors
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Does the Fed play dice with the financial system?
God does not play dice with the universe, according to Einstein, but, if he did, the outcome would look something like the chart below – only with somewhere between a vigintillion and acentillion of different particles to rearrange instead of two, six-sided die. Chart 1: Towards entropy Source: Entropy (gsu.edu) The double-die example (as opposed […]
Our outlook for India: The view from the GEMs desk
The excitement about India has resulted in rich valuations. How are you thinking about the valuation of Indian markets and how are you positioned? On valuations, with any metric we look at, the Indian market does screen to be expensive – but we have to think about why investors pay a premium for India, and […]
Surprise election result rattles Indian stocks
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PM calls snap UK election:
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A new hope
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