The rapidly accelerating spread of Ebola in West Africa has justifiably captured the global media’s attention. The World Health Organization reported last month that the devastating disease could affect up to 20,000 individuals before it is contained, but reports emerged last week that the US...

As a global equity generalist, I often found myself drawn to countries where perceptions were far worse than the underlying reality…and in 2005, Pakistan was a spectacular case of just such a phenomenon.  The country had improving fundamentals, was the recipient of significant US aid,...

Butter consumption recently hit a 40-year high, driven by a rise in domestic demand coupled with a surging export market.  Not surprisingly, butter prices recently hit a 16-year high driven by these two dynamics.Robust domestic demand for butter?  Have American’s forgotten about cholesterol, the heart-disease...

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