by John E. Charalambakis | Jan 10, 2018 | Commentaries
As a starting point, let’s briefly review a few of the forces that are shaping up equities in a positive trajectory during at least the first few months of 2018. Growth has been picking up pace globally – the much celebrated synchronized recovery – and...
by John E. Charalambakis | Dec 28, 2017 | Commentaries
I boarded my end-of-year flight from Cincinnati to Paris, excited of whom I would meet this year, and as I was boarding I heard a deep voice stating: “You have posed the wrong question, provided the wrong argument, and therefore reached an irrelevant conclusion....
by Ken Rietz | Dec 21, 2017 | Commentaries
The healthcare sector is a growing and complex part of the economy, particularly in the US. The certainties and uncertainties of an aging Baby Boomer population who will expect virtually unlimited access to care during health crises mean that demand in this sector...
by Joel Charalambakis | Dec 14, 2017 | Commentaries
by Evan Ellis Evan Ellis, Phd, is a research professor of Latin American Studies at the U.S. Army War College Strategic Studies Institute with a focus on the region’s relationships with China and other non-Western Hemisphere actors. He has published more than...
by John E. Charalambakis | Dec 11, 2017 | Commentaries
In the last few days, we had three pretty interesting developments related to the banking sector around the globe: EU developments, Basel 3, and an IMF report regarding China’s banks. In the EU, important steps were taken preparing for a Banking Union that will close...
by Ken Rietz | Dec 6, 2017 | Commentaries
Over the course of the next several weeks, we will be discussing our views on particular sectors which in our opinion may present some challenges and opportunities. This week we present an overview of the semiconductor sector in the context of their applications....