"In India, valuations appear stretched and growth projections unrealistic"
Ben Inker, head of GMO’s Asset Allocation team, explains why emerging markets figure highly in their portfolio, but India and the US not as much
Rajesh Padmashali - May 31, 2019
Uneasy Calm
Flush with cash, institutional investors are paying a high price for a cheery consensus. Those lining up for a fire sale may not have to wait too long
Rajesh Padmashali - May 29, 2019
Killing each other
The Federal reserve’s purported three to four hikes this year beginning in March are likely exaggerated
William H Gross - March 29, 2018
Investment Potpourri
The financial system may be approaching a tipping point, so investing in 2018 warrants caution
William H Gross - January 05, 2018
Are the markets ignoring macroeconomic concerns?
Rising inflation, widening deficit and a possible earnings downgrade loom large over the horizon
October 12, 2017
The Case for Renminbi
Why investors need to prepare themselves to deal with Chinese securities
Amar Reganti - June 01, 2017
Echoes from Africa
If the US 10-year yield moves higher than 2.60%, it will mark the beginning of a secular bear bond market
William H Gross - January 12, 2017
Red is the New Green
Trump's anti-globalisation ideas may restrict trade and negatively affect corporate profits
William H Gross - December 08, 2016
The King of all Trades
The Greenback will remain the world’s go-to-currency even as the Renminbi makes its way into a basket of reserve currencies
November 24, 2016
How I Found My Golf Game but Lost My Wife to a Titleist
Sooner rather than later, Yellen's smooth shot from the fairway will find the deep rough
William H Gross - September 08, 2016
