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Tag Archives: emerging markets
#thanksobama US unemployment has dropped from 10% in late 2009 to 5.5% in February 2015, and the US Dollar is on a record growth streak. While that is good news for US firms and US investors looking to acquire ex-US, … Continue reading
The latest Mercer data on European pension funds and their asset allocation shows an aggregate decrease in equities from 43% to 39%, and over half of them now have alternatives allocations (UK leads the way with 75%). In other words, … Continue reading
I have written many posts about how much emerging markets are driving product innovation globally. Yes, the US with Google, Apple and Facebook are still on the forefront of new technologies, but we have seen a trend of “reverse engineering” … Continue reading
On the first weekend of September, I had the pleasure of being in Scotland to participate in Aberdeen Asset Management’s 14th Annual UK Investment Conference and Braemar Gathering 2012. CEO Martin Gilbert welcomed the guests and introduced the theme, “Investing … Continue reading