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The Power of Dividends: Global Equity Income InvestingNewton makes the case for equity income investing, arguing that global dividend yields are attractive at the moment relative to other sources of investing income. Author: James Harries
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Greek Deja Vu All Over AgainStandish Global Macro Strategist Tom Higgins says the risks of an eventual Greek exit from the eurozone have increased, but that the global economy is better positioned now to weather an exit, and that the recent volatility created by renewed Greek uncertainty could create buying opportunities for active managers. Author: Thomas Higgins
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Reconstructing Bond Investing to Align with New Global Debt RealitiesThe global financial crisis and sluggish recovery threw into relief a new set of global financial and economic realities for bond investors that had been gathering momentum in the last 30 years. The quantitative analysis team at Standish worked with Barclays Capital to construct a new, all-encompassing, GDP-weighted bond index that is designed to better represent the changing macro landscape around the world. Author: Michael Faloon
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Renewed Eurozone Concern as Liquidity Injections Don't Solve Solvency WoesStandish Global Macro Strategist Tom Higgins warns that Europe will continue to be a major source of market volatility in coming months as investors realize that while the ECB's long-term refinancing operation provided much-needed liquidity, it did nothing to address the region's underlying solvency problems. Author: Thomas Higgins
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My Revisited Nominations for the Most Egregious Economic and Financial Myths of Our TimeStandish Chairman Emeritus Ted Ladd revisits what he considers to be the most egregious economic and financial myths since the financial crisis, which he argues are preventing us from arriving at effective policy solutions. Author: Ted Ladd
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The Municipal Bond Market: Emerging from the TunnelThe Standish Tax-Sensitive Fixed Income Team continues to see attractive opportunities in high-quality municipal bond issuers tied to essential services but caution that investors should be prepared for increased price volatility due to uncertainty over supply and demand issues Authors: Daniel Rabsco, Daniel Marques, Christine Todd, Thomas Casey, Jeffrey Burger, David Belton
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Volatility May Present Opportunity for Fixed Income InvestorsStandish Global Macro Strategist Tom Higgins discusses how investors might incorporate implied volatility measures into their fixed income strategies amid continued market uncertainty. Author: Thomas Higgins
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Framing the Active vs. Passive Management ChoiceISSG Senior Investment Strategist Ralph Goldsticker provides a framework for thinking about the active vs passive investment choice, including whether an institution has the skill, culture and organizational resources to identify and monitor active managers effectively. Author: Ralph Goldsticker
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European Secured Bank Loan Market Offers Higher Return Potential Than U.S.Alcentra CIO Paul Hatfield argues that the European secured bank loan market offers higher return potential than the U.S. market because of ongoing concerns about the Eurozone debt crisis as well as distinctive structural market differences. Author: Paul Hatfield
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Weather Eye for Opportunities in All SeasonsNewton's head of fixed income, Paul Brain, warns that the eurozone remains stormy and unpredictable so that a flexible and unconstrained investment approach in 2012 is likely to find pockets of opportunity across global bond and currency markets. Author: Paul Brain
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