World Economy Stabilizes in ‘Great Moderation 2.0’: JPMorgan
Low market volatility and minimal employment variability means good news for equities, a JPMorgan analyst says.
El-Erian: How to Ease Threat to Global Stocks From Ukraine Crisis
Mohamed El-Erian, chief economic advisor to Allianz, lists five possible developments in Ukraine that would reassure global investors.
Emerging Markets on a Bearish Path
The BRICs declined more than 5% on average in 2013, with some indicators looking less than rosy for 2014-2015.
PIMCO’s El-Erian: Prepare for More Currency Confusion
"Within the last 24 hours, G-7 officials issued a currency statement, 'clarified' it and then criticized the clarification," the PIMCO CEO wrote on Thursday.
Roubini, Bremmer at Davos: U.S. Can’t Do More on World Stage
Davos interview brings comments on Clinton hearing and Obama’s ‘I have a Drone’ speech.
PIMCO’s Gross: Focus on Short-Term Securities, QE3 Is Coming
The bond king says real assets and commodities should occupy an increasing percentage of portfolios.
IMF, Japan Deny Italy Talks on Aid
With yields on Italian bonds skyrocketing, a report in the Monday daily La Stampa that the International Monetary Fund would provide a loan package to Italy of up to 600 billion euros ($798 billion) at an interest rate of between 4-5% was denied by the IMF.
Goldman’s O’Neill Says No, It’s Not 2008 All Over Again
Jim O’Neill, chairman of Goldman Sachs Asset Management, is optimistic about the global economy and doesn't believe the world is headed to another recession on the scale of the 2008 crisis.
Goldman Sachs’ Don Gervais on N-11’s Potential to Rival G-7: Weekend Interview
To gauge the various factors influencing international markets today and where the best investing opportunities are today, AdvisorOne spoke recently with several experts, including Don Gervais, global head of the fundamental equity product management for Goldman Sachs Asset Management.
Experts Debate: Boom or Doom?
U.S. Global Investors, the San Antonio-based fund shop that boasts a chart-topping performance with its gold/precious-metals fund and its global-resources fund (among others), recently hosted...