News and Views

Perspectives on China

Dr. John Rutledge, Safanad’s Chief Investment Strategist and CNBC contributor, was a guest on CNBC’s Squawk Box on 1st July 2015, where he shared his views on China

July 2nd, 2015|

Turning point for Activism?

Dr. John Rutledge, Safanad’s Chief Investment Strategist and CNBC contributor, was a guest on CNBC’s Power Lunch on May 13th. Along with Jim Paulsen, John discussed the value of activism in light of DuPont’s recent proxy fight victory over activist investor Nelson Peltz.

 

May 31st, 2015|

Own Europe, short the Euro

Dr. John Rutledge, Safanad’s Chief Investment Strategist and CNBC contributor, was a guest on CNBC’s Power Lunch on May 13th.  John discussed his market outlook for the latter half of 2015, noting that he’d rather own Europe than U.S.

 

May 31st, 2015|

Bullish on China growth not stocks

Brenda Hentschel | @brendahentschel
Wednesday, 13 May 2015 | 2:19 PM ETCNBC.com

Investors observe stock market at a stock exchange corporation on April 17, 2015 in Jiujiang, Jiangxi province of China.

The latest read on the Chinese economy may show it is still losing steam but according to SAFANAD Chief Strategist, John Rutledge, the PBOC easing over the […]

May 31st, 2015|

Bond sell-off to end deflation?

Dr. John Rutledge, Safanad’s Chief Investment Strategist, was a guest on CNBC Asia’s Squawk Box on 12th May 2015. John discussed the decline in bond prices and the effect this will have on the economy.

May 13th, 2015|

Economics as Energy Framework: Complexity, Turbulence, Financial Crises, and Protectionism

John Rutledge, Safanad’s Chief Investment Strategist, recently published a paper for The Review of Financial Economics entitled “Economics as energy framework: Complexity, turbulence, financial crises, and protectionism”.  This paper presents a framework for thinking about economic growth, trade, and capital flows viewed as transformations of current and vintage solar energy, stored in the form of […]

May 5th, 2015|

Santelli Exchange: Open market operations and China’s growth

John Rutledge, Safanad’s Chief Investment Strategist, was a guest on a new show – CNBC’s Santelli Exchange, on Tuesday, April 21st. John joined CNBC’s Rick Santelli to discuss open market operations and China’s capital outflows.

April 22nd, 2015|

Economy soft, look to Europe short-term

John Rutledge, Safanad’s Chief Investment Strategist, was a guest on CNBC Power Lunch on Monday, April 6. John discussed his global market strategy noting it is more interesting to make equity bets in the euro area in the short-term.

April 22nd, 2015|

Markets witnessed Taper Tantrum 2.0

John Rutledge, Safanad’s Chief Investment Strategist, was a guest on CNBC Asia’s Squawk Box on Tuesday, March 10. He discussed factors attributing Wall Street’s declines to rising fears that the Fed will raise interest rates sooner rather than later.

March 11th, 2015|

Volatility masked positive performance

John Rutledge, Safanad’s Chief Investment Strategist, was a guest on CNBC’s Closing Bell on Thursday, February 12 for the full hour of the show. He discussed factors impacting current market conditions, with CNBC contributor Carol Roth; FM trader Tim Seymour and CNBC’s Sharon Epperson.

March 5th, 2015|