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  1. Emery: Interest Rate Risk Still a Concern

    The Dodge & Cox Income manager discusses the fund's ongoing rate-risk mitigation, recent reduction in agency mortgages, and non-U.S. dollar-dominated picks.

  2. Gross: Treasury Investors Have to Look for Other Choices

    There are countries that have relatively liquid bond markets and offer a more attractive real rate of interest compared to the United States, says the PIMCO manager.

  3. Will Trends Reverse for Managed Futures?

    AQR's Brian Hurst discusses why trend-following strategies have struggled recently and how his firm is positioning its managed futures portfolios to offer investors a smoother ride.

  4. Santander Brasil Is Primed for Growth

    The Brazilian banking oligopoly gives IPO Santander Brasil impressive pricing power, but risks of government intervention remain.

  1. Private Equity in Brazil: ‘The Music Hasn’t Stopped’

     

  2. For the Global Economy in 2013, Happy Days Are Not Quite Here Again

     

  3. Fiscal Cliff Remains Unresolved, but Opportunities Still Exist

     

  4. Challenges and Change in Brazil

     

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