The Great Convergence And What It Means To Investors – Seeking Alpha 01-18-13

On January 18, 2013   /   Asian Economy, Emerging Market Economies, Emerging Markets Stocks, Europe Economy, Europe Stocks, Global Stocks, Latin America Stocks, US Economy, US Stocks  

Salient to Investors: Nicholas Pardini at Nomadic Capital Partners writes: US and European stocks are no longer the safest bets. Investors should expect subpar real returns from the US economy and positive long run returns from emerging markets. The biggest economic trend of the 21st century is the global convergence of

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Stocks Are the New Bonds: Goldman Sachs – CNBC.com 12-13-12

On December 13, 2012   /   Bond Market, Europe Stocks, Goldman Sachs, Greece Economy, Japan Stocks, Latin America Stocks, US Stocks  

Salient to Investors: Peter Oppenheimer at Goldman Sachs said: Quantitative easings have left little value in the credit markets, so investors should look for returns in European equities over bonds. The STOXX Europe 600 could see annual returns of more than 7 percent despite stagnation in the euro area. Because of a net absence

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