Short-Term Opportunities

An Introduction to Dim Sum Bonds

Bond investors have found other uses for “dim sum” beyond teatime.

Dollars to Deutsche Marks

The sovereign debt crisis has turned investors against Europe’s most resilient economies. Let’s not overdo it. The eurozone remains home to some of the world’s strongest exporters.

Revolutionary Zeal

The Arab Spring has resulted in a tidy gain for one of our Portfolio holdings. But we expect future upside to come as events unfold in Libya and Egypt.

The MENA Contingency

Strategies for playing the turmoil in the Middle East and North Africa.

Taiwan: The Next Chapter

A strengthening global economy and deepening ties with China spell upside for Taiwan.

Room for Growth

We see additional upside in grains and one of Asia's developed economies.