Russia’s status as the latest darling of emerging market investors has hit a bump. Russian stocks, bonds, and the ruble…
McAlinden Research PartnersApril 11, 2018
MRP first added emerging markets as a long theme in early December 2015. At that time, the change we saw…
McAlinden Research PartnersJune 1, 2017
The early December Viewpoint outlined our shift from an environment of stagflation to one of growflation, inspired by the surprise…
McAlinden Research PartnersDecember 23, 2016
The surprise outcome of the 2016 U.S. presidential election has led to widespread speculation about its effect on the global…
McAlinden Research PartnersDecember 2, 2016
Well, finally we’ve reached the day when we learn who will be the next president of the United States. Hopefully.…
McAlinden Research PartnersNovember 8, 2016
Janet Yellen got investors’ attention recently. Speaking at a conference in Boston, the Federal Reserve Chair described the potential benefits…
McAlinden Research PartnersOctober 26, 2016
Back in the 60s and 70s, when many of today’s traders and portfolio managers weren’t even born yet, the U.S.…
McAlinden Research PartnersJune 9, 2016
A cacophony of recession chatter is filling the airwaves. Some experts are already declaring we are in one while others…
McAlinden Research PartnersFebruary 29, 2016
Here we go again. The headlines are bleating that the global economy is tipping into recession. This time around, the…
McAlinden Research PartnersJanuary 30, 2016
