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Diverging Paths for Global Credit MarketsStandish Global Macro Strategist Tom Higgins looks at the potential contagion effects of what he sees as a likely eurozone recession in 2012. Author: Thomas Higgins
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Rising Uncertainty for ChinaStandish comments on China's challenges transitioning from an export-driven model of growth to one based more on domestic consumption, while seeking to reform its financial system and social safety net. Authors: Thomas Higgins, Edward Ladd, Ai Ling Ngiam
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Perspectives for Global Fixed Income: Losing Faith in the U.S. Dollar?Standish Global Macro Strategist Tom Higgins argues there is no viable alternative to the US dollar for the world's reserve currency at present, but that the dollar's dominance is likely to erode and gradually yield to a basket of several reserve currencies, with implications for capital markets. Author: Thomas Higgins
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Oil Price Rises Increase Growth UncertaintiesStandish Global Macro Strategist Tom Higgins argues that the global economy can absorb the recent rise in oil prices, especially as developed economies have become less energy intensive. However, if civil unrest were to spread to other oil producers such as Iran or Saudi Arabia, a further surge in oil prices could seriously undermine growth. Author: Thomas Higgins
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Eurozone Partners Likely to Stay in Marriage for Better or WorseWith persistent European sovereign debt problems casting doubts in some quarters on the future of the Eurozone, Standish Global Macro Strategist Tom Higgins does not see a breakdown in the European marriage a likely scenario. He argues that neither the weaker economies in peripheral Europe nor the stronger core economies would benefit from a divorce. Author: Thomas Higgins
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Delicate Balance Required Between Growth and Policy NormalizationStandish Global Macro Strategist Tom Higgins advises policymakers in the U.S. and Europe to proceed with caution as they lift some of the emergency measures introduced during the financial crisis and recession, as they have little ammunition left to battle renewed weakness in aggregate demand. Author: Thomas Higgins
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U.S. Economy Likely to Bounce Back in the Second Half of 2011Standish Global Macro Strategist Tom Higgins calls the first quarter slowdown in the U.S. economy a soft patch and expects a bounce back in the second half of the year. Author: Thomas Higgins
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Global Economic Expansion Sustainable Despite Recent SlowdownStandish Global Macro Strategist Tom Higgins sets recently lowered growth expectations for the U.S. economy against more positive indicators such as healthy corporate profits, gradually improving labor markets and accommodative monetary policy. Author: Thomas Higgins
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Good Investing Knows No BordersKirk Henry and Andrea Clark of The Boston Company Asset Management revisit the case for international investing in the wake of the financial crisis. Authors: Kirk Henry, Andrea Clark
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Investing in Debt: Opportunities in Secured Bank LoansAlcentra make the case for investing in secured bank loans, arguing that the highest new issue credit spreads and strongest deal structures in over a decade offer historic opportunities to seek absolute returns in high single digits. Authors: Paul Hatfield, Simon Perry
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