Today’s Good News Isn’t Bad for US Stocks

Believe it or not, recent US housing market gains, the slight reduction in jobless rates and other signs of a revival in US economic growth are making some investors bearish about US stocks.  We think their fears are misplaced.

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Asian Bonds: An Underappreciated Opportunity

With bond yields at historical lows and the risk-free status of many developed countries under question, many investors are looking to diversify the income stream in the defensive part of their strategies. So why are Asian ex Japan bonds typically so underrepresented in fixed-income portfolios?

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