The world is awash in water. 70% of the planet’s surface is covered by water, and significant water is contained in frozen and gaseous forms as well.   Further, the volume of water on planet Earth has remained roughly constant for more than 1 billion years...

Recent art market activity has been spectacular. Record prices have been set in numerous categories ranging from watches to paintings. Contemporary art has been catching the attention of many, and bidding activity has been frenetic with many lots selling in excess of estimated prices....

The Bank of Japan's announcement last Friday of additional "quantitative and qualitative easing" to stimulate its economy sent many equity markets racing towards multi-year highs.  The enormous monetary stimulus (~16% of GDP/year) was also accompanied by news that the country's pension assets would be more...

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,...

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