The Savvy Investor Blog


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

Time to boost allocations to Emerging Markets debt?

Institutional Investment in the Middle East

Macro and Micro Issues in Fixed Income Markets

The Future of the Euro

Emerging Markets Debt Outlook

Trade Wars and Big Picture Economics

Can Emerging Markets withstand global monetary tightening?

Protectionism, Trade Wars, and Geopolitical Uncertainty