Investment Adventures in Emerging Markets

Central Banks and Stock Markets: a BOJ Case Study
Perspective

Central Banks and Stock Markets: a BOJ Case Study

As many investors around the world are searching for yield in an environment of low or negative interest rates, emerging-market equities and debt have been attracting investor dollars. The money central banks are providing is flowing out into markets globally, and emerging markets in general continue to offer a more compelling growth story than developed markets.

Negative Interest Rates: Not Without Consequences
Perspective

Negative Interest Rates: Not Without Consequences

The lower and lower interest rates a number of central banks are introducing in an effort to boost economic growth simply haven’t been working to accomplish that in a meaningful way.