Emerging Markets: What happened in 2022, and where are we at? | EP130
Digging into last year’s performance drivers, the current opportunity set, and benefits of resuming boots-on-the-ground research.
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(Not) boring finds for July 2015
Our team comes across hundreds of weird and wonderful reads in our daily research. Below are the handful that stood out for us this month.
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Millennials: Stop making this investing mistake
While you may label this Millennial as old fashioned, I would certainly prefer a good rate of return over a poor one, no matter how dull the portfolio holdings.
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An imperfect signal
Bondholders have been on quite the ride in the last few months. The year began with yields moving lower in many regions—notably Europe—to the surprise of some investors who just last year thought that rates could only go higher.
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(Not) boring finds for June 2015
Our team comes across hundreds of weird and wonderful reads in our daily research. Below are the handful that stood out for us this month.
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When less is more: Overcoming the "do something bias"
Constantly switching lanes while driving rarely gets you to your destination faster and it significantly increases your risk of accidents and fines. So why do it?
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Curious George
It’s hard not to love Curious George. It’s an unfair contest really—here’s a cute little monkey who, with the best of intentions, constantly gets into trouble as he explores the overly-structured world around him!
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Quiet heroes
Too often, we seem to confuse heroism with heroics, significance with pomp and flash.
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The unfathomable is not impossible
When we open our minds to a wide set of possibilities—including ideas that initially seem impossible—we make it easier to put the odds in our favour over time.
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The boy who cried Greece
Greece has been struggling with some manner of financial crisis for almost five years. The situation has become worse of late due to the fallout from the January 2015 election when the leftist party Syriza rose to power under an anti-austerity mandate.
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(Not) boring finds for April 2015
Our team occasionally uncovers signal in the daily parsing of noise. Since such information can be easily passed over, we thought we’d make it a habit to share some links that we’ve liked recently.
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Rockin’ and rollin’ in China
The Chinese stock market has been very hot as of late. Many Chinese indices are up dramatically over the last twelve months.
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Unlocking India’s potential
This was my first lesson in India. When you arrive in the country, you don’t just land at the airport, India lands on you.
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(Not) boring finds for July 2015
Our team comes across hundreds of weird and wonderful reads in our daily research. Below are the handful that stood out for us this month.
July 17, 2015
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Millennials: Stop making this investing mistake
While you may label this Millennial as old fashioned, I would certainly prefer a good rate of return over a poor one, no matter how dull the portfolio holdings.
June 24, 2015
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An imperfect signal
Bondholders have been on quite the ride in the last few months. The year began with yields moving lower in many regions—notably Europe—to the surprise of some investors who just last year thought that rates could only go higher.
June 15, 2015
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(Not) boring finds for June 2015
Our team comes across hundreds of weird and wonderful reads in our daily research. Below are the handful that stood out for us this month.
June 4, 2015
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When less is more: Overcoming the "do something bias"
Constantly switching lanes while driving rarely gets you to your destination faster and it significantly increases your risk of accidents and fines. So why do it?
May 27, 2015
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Curious George
It’s hard not to love Curious George. It’s an unfair contest really—here’s a cute little monkey who, with the best of intentions, constantly gets into trouble as he explores the overly-structured world around him!
May 20, 2015
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Quiet heroes
Too often, we seem to confuse heroism with heroics, significance with pomp and flash.
May 13, 2015
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The unfathomable is not impossible
When we open our minds to a wide set of possibilities—including ideas that initially seem impossible—we make it easier to put the odds in our favour over time.
May 5, 2015
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The boy who cried Greece
Greece has been struggling with some manner of financial crisis for almost five years. The situation has become worse of late due to the fallout from the January 2015 election when the leftist party Syriza rose to power under an anti-austerity mandate.
April 28, 2015
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(Not) boring finds for April 2015
Our team occasionally uncovers signal in the daily parsing of noise. Since such information can be easily passed over, we thought we’d make it a habit to share some links that we’ve liked recently.
April 23, 2015
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Rockin’ and rollin’ in China
The Chinese stock market has been very hot as of late. Many Chinese indices are up dramatically over the last twelve months.
April 21, 2015
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Unlocking India’s potential
This was my first lesson in India. When you arrive in the country, you don’t just land at the airport, India lands on you.
April 7, 2015
