What were investors thinking? Interest rates must rise: Don Pittis (CBC) Are emerging market equities re-emerging? (Schroder’s) Mark Mobius: Emerging-Market Resilience (Franklin Templeton) September business cycle: improved cyclical trends (Fidelity) Emerging Markets: Don’t You Forget About Me (T.Rowe Price) Schwab Sector Views: What’s Ailing Health Care? (Schwab) Three Common Pitfalls for Targeting Emerging Market Consumers …

Continue reading ‘Knowledge is Power: Emerging Markets, Boat Lift, Public Speech Industry Edition’ »

Health stocks: beyond politics (Fidelity) Emerging-Market Small Caps: A Distinct Growth Opportunity  (Franklin Templeton) Five things investors need to worry about for the rest of 2016 (Financial Post) The great American make-work programme (FT Alphaville) Germany’s massive CA surplus set to decline (DB Research) Dividend sustainability: companies cannot squeeze the lemon forever  (Money Observer) Top earners: Why did …

Continue reading ‘Knowledge is Power: Healthcare Stocks, Dividend Sustainability, US Make-Work Program Edition’ »

Oil’s Price Rise Boosts All Equity Sectors, But One (S&P Indexology Blog) Costly cures: the US drug pricing conundrum (Schroder’s) and  Cut Health Costs or Help Workers. You Can’t Do Both. (Bloomberg) Lottery madness (Statistical Ideas Blog) Five charts that tell you when the stock market bubble will burst (Money Observer) Demystifying bond ETFs (Fidelity) Lost …

Continue reading ‘Knowledge is Power: Fordlandia, Bond ETFs, Weapons R Us Edition’ »

New high for US stock markets – but are valuations too expensive? (Money Observer) Pros’ guide to diversification (Fidelity) Preferred Stocks: Why I decided to give preferred stocks another look (MarketWatch) and Preferred Stock: This Crazy Market Warps Another Asset (Jason Zweig @ WSJ) 10 reasons to visit Stuttgart (DW) How Equity Investing Can Create Long-Term Value (T.Rowe Price) World’s …

Continue reading ‘Knowledge is Power: Going Global, Diversification, Preferred Stocks Edition’ »