A Year in Review and a Glimpse Forward
It’s been widely reported that 2019 was a great year for financial markets. By all accounts, even a simplistic portfolio of 60% stocks (of the...
21 January, 2020
Market Intelligence
Does Progress Depend on Being Unreasonable?
Legendary investor, Benjamin Graham (1894-1976) is widely considered the father of two fundamental investment disciplines: security analysis and value investing. In his 1974...
16 December, 2019
Red, Blue and You
Americans will soon be bracing for a barrage of political signs, commercials, and mailers as the 2020 presidential race approaches. A common question...
18 November, 2019
The Dynamic Between Growth and Value Stocks
A question we’ve gotten a lot over the past few years has centered on the dynamic between growth-oriented investments, and their subsequent multi-year...
22 October, 2019
International Stocks: A Must Have for Building Robust Portfolios
Gerald Du Manoir is an equity portfolio manager with 29 years of investment experience, 28 with Capital Group. Earlier in his career at Capital,...
17 September, 2019
Inflation Expectations
Blackrock, one of the world’s largest investment firms managing over $6 trillion in assets on behalf of investors around the globe, released commentary...
22 July, 2019
The Death of Value, Not So Fast!
Much has been written over the past few years about the “death of value investing”. Whenever we hear “the death of anything”, we...
18 June, 2019
Highlights of the 54th Annual Berkshire Hathaway Shareholder Meeting
On May 5th, legendary investors Warren Buffett, 88, and investing partner Charlie Munger, 95, held the 54th annual Berkshire Hathaway shareholder meeting. Affectionately...
20 May, 2019
Outlook for Emerging Markets
2018 was a year of choppy returns in the global markets, and especially so in emerging market (EM) equities. Although emerging market equities...
22 April, 2019
Misconceptions: Interest Rates and Stock Prices
Baron Funds President, COO and Chairman, Linda Martinson wrote an interesting investor letter with her 2018 commentary, addressing the misconceptions investors have between...
20 March, 2019