The Savvy Investor Blog


Capital Market Assumptions - Q3 2019

Global Investment Outlook - August 2019

Inflation: Causes and Outlook, Inflationary Regimes and Implications

Commercial Real Estate Outlook: Q3 2019

Bulls and Bears in the U.S. Equity Market

EM Outlook: July 2019

July 2019 Fixed Income Outlook: Japanification?

Global Markets Mid Year Outlook 2019

Equity Sector Selection and Outlook by Industry

Global Investment Outlook - Jun 2019

May 2019 Fixed Income Outlook

Global Investment Outlook - May 2019

EM Outlook: May 2019

The Earth Pig and the Outlook for the Chinese Economy

Investment Megatrends 2019

Global Markets Quarterly Outlook - Q2 2019

An Introduction to Frontier Emerging Markets

Global Investment Outlook - Mar 2019

EM Outlook: March 2019

Capital Market Line: Q1 2019

Global Investment Outlook - February 2019

Emerging Markets: Q1 2019 Investment Outlook

Global Markets Outlook 2019 - Part III

Global Markets Outlook 2019 - Part II

Global Markets Outlook 2019 - Part I

Best Strategy & Economics Paper 2018

Global Investment Outlook - November 2018

Torrents of Tariffs and Tumultuous Trumpian Trade Talks

Global Markets Quarterly Outlook - Q4 2018

The Death Knell of Forward Guidance: Fed Discards R-Star