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How Contagious Is Turkey?

How Contagious Is Turkey?

by Morgan Harting, Christian DiClementi
The Turkish lira has dropped 38% as of August 28, putting pressure on inflation as well as the country’s debt-heavy corporations and banks. Investor jitters have spread over the past week to some other emerging markets and European banks with Turkish exposure, but we don’t expect contagion to expand much further from here.

Currency, Emerging Markets, Fixed Income, Multi-Asset, Volatility


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US Stocks: The Price Isn’t Right

US Stocks: The Price Isn’t Right

by Frank Caruso
There are lots of price-insensitive equity investors today competing for performance. And that’s pushed many strategies to disregard the underlying business as they pursue short-term stock returns. We think it’s important to focus on fundamental research and know the businesses you invest in.

Equities


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