Viewpoints from Chairman Jim O’Neill – Goldman Sachs 11-09-12

Salient to Investors: Jim O’Neill writes: Nothing has materially changed by the US election and the Chinese leadership handover. The positive surprise in Korean exports in October indicates a pick up in world trade. Japan reported its first seasonally-adjusted current account deficit following other generally grim economic news. It is

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European Stocks Rise; Hermes, Swiss Re Gain on Results – Bloomberg 11-09-12

Salient to Investors: Arnaud Scarpaci at Agilis Gestion said earnings have been positive, and Europe is recovering – all is functioning in the micro-economy. 54 percent of Stoxx 600 companies so far reporting have exceeded analysts earnings projections. Matthieu Giuliani at Banque Palatine said catastrophe in Greece has been avoided, but the problem is no growth, so have

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Best Rally in Decade May Slow as Obama Faces Congress – Bloomberg 11-07-12

Salient to Investors: Brian Jacobsen at Wells Fargo Advantage Funds and Bruce Bittles at RW Baird said Obama will continue to support the Fed’s interest-rate policy. Bittles said Obama’s victory will make the fiscal cliff more difficult to deal with. Jacobsen said Bernanke will serve another term because his academic writings recognizes that

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Dow Tumbles Most in One Year After Presidential Elections – Bloomberg 11-07-12

Salient to Investors: James Dunigan at PNC Wealth Mgmt said the fiscal cliff is  going to be very messy, though we’ll get there. Alan Greenspan said the election perpetuated the political status quo and hasn’t increased the probability of resolving the fiscal challenges. Barry Knapp at Barclays recommended cutting risk, and lowered his estimate for the S&P 500

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Treasuries Hold Gain as Fidelity, Pimco See Demand – Bloomberg 11-07-12

Salient to Investors: Fidelity Investments and Pimco said the fiscal cliff and Fed bond purchases will drive demand for debt. Roger Bridges at Tyndall Investment Mgmt we’re back into political games – if we continue this policy uncertainty, then the economy will fall and bonds will rally. Bill Irving at Fidelity said people own government

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Emerging Markets Lead Scots Fund to Mix Real Estate With Chicken – Bloomberg 11-07-12

Salient to Investors: Ross Teverson at Standard Life Investments said we are in a good place for emerging markets – short-term emerging market equities will be dependent on developed markets, but the structural outlook is very compelling. Teverson said he doesn’t need to own a Chinese bank or a Brazilian bank just

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