Valuation Fatigue and Credit Outlook: An Initial Assessment of 2018
Given the fundamental trends, we expect global growth to remain healthy in 2018, and therefore we also expect that the credit risk appetite will also remain healthy in 2018. Having said that, we should also state that we expect some tightening in the spreads between...At the Corridors of Power: Markets and Geopolitical Developments
The proxy war between the Kingdom of Saudi Arabia (KSA) and Iran is intensifying and our fear is that it may ignite a regional conflict with far-reaching global consequences, especially if Russia and the US take opposite sites. The two Middle Eastern countries have...The Strategic Importance of Brazil
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...An Initial Look at Key Indicators for 2018: Could the Upswing Continue?
For this week’s commentary, we have chosen to look at three important indicators which could shape up the markets’ trajectory in 2018. We will start with the US which continues to be the locomotive of the markets’ direction. We are of the opinion that capital...Electric Vehicles and Market Penetration: Investment Implications
In this week’s commentary, we opted to discuss electric vehicles (EVs). We are of the opinion that EVs present good opportunities for investment consideration. Such investments could look into at least two segments, namely the manufacturers and the materials that are...Sign Up for Our Publications
