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Emerging Markets Local Currency Debt: Capitalizing on Improved Sovereign FundamentalsStandish makes the case for investing in local currency emerging market bonds, citing improved sovereign fundamentals, diversification benefits and the potential for generating equity-like returns without taking on direct equity risk. Author: Alexander Kozhemiakin
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Diversifying Into Global Bonds and Currencies Amid UncertaintyNewton's Paul Brain discusses how concerns about sovereign debt credit quality might be addressed by diversifying into global bonds and currencies and by avoiding market-cap-based indices overweighting the most heavily indebted issuers. Author: Paul Brain
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U.S. Housing Still Weak Amid High Joblessness and Distressed SalesThe Structured Products Group at Standish discusses the latest US housing numbers and forecasts continued weakness in the market amid high joblessness and distressed selling. Authors: Steven Brinkley, Karen Gemmett
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Double Dip for Europe and U.S. is a Coin TossStandish's Global Market Strategist Tom Higgins believes there is a 50% probability of recession in the U.S. and Europe, calling Europe's piecemeal approach to the sovereign debt crisis the greatest systemic risk to the global economy. Author: Thomas Higgins
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Emerging Asia Growth Prevails as Inflation Worries AbateHamon Investment Group discusses economic and market developments across emerging Asia for the second half of 2011, arguing that tightening measures aimed at managing inflation without choking off growth seem to be working. Business: Investment Management
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The Great Recapitalization: Maturing Mortgage Debt Wave Creates Value OpportunitiesUrdang discusses historic opportunities in the commercial real estate market as about $1.7 trillion in debt is set to mature over the next four years, with property value declines and high delinquency rates in CMBS creating potentially attractive buying opportunities Authors: David Blum, David Rabin
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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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Understanding and Responding to the Debt Ceiling DebateMellon Capital's Global Investment Strategist Lowell Bennett discusses the US debt ceiling debate and the market implications of a possible credit downgrade. Author: Lowell Bennett
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VIDEO: Emerging Asia's Next Act - Consumer Spending Set to Drive GrowthAmid investor concerns over inflation and overheating in emerging Asia, Hugh Simon, CEO of Hamon Investment Group, argues that cyclical inflation pressures have peaked in economies like China and that tightening efforts already undertaken will pay off in the second half. Simon says the secular growth story in emerging Asia remains firmly in place, with domestic spending expected to drive the next wave of growth. Author: Hugh Simon
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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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