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Investment Team Voices

Perspectives on Libra, Facebook’s Proposed Cryptocurrency

Global Team Perspectives by Dave Gallagher, CFA; Dennis Cogan, CFA; and Nick Niziolek, CFA
August 28, 2019

Could Libra creatively destroy what many consider to be some of today’s most defensible business models? Our global and international team discusses how this proposed cyptocurrency could disrupt the current payments ecosystem, as well as the hurdles it faces to get off the ground.

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Wish Upon a STAR: A Q&A About China’s New Stock Exchange

Global and International Perspectives by Nick Niziolek, CFA and Dennis Cogan, CFA
August 12, 2019

China’s new STAR Board has been in the headlines since debuting on July 15. This new exchange aligns with many of China’s plans to deepen its domestic capital markets and to increase its overall attractiveness as a destination for capital.

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India vs. Brazil: A Contrast in Fundamentals

Nick Niziolek, CFA; Dennis Cogan, CFA; and Dave Gallagher, CFA
November 2, 2015

As a comparison of India and Brazil illustrates, EMs are on varying economic reform and monetary policy trajectories, with different levels of exposure to falling commodity prices. Selectivity remains essential against this backdrop.

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