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
Market Intelligence
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
Recent Market Volatility Not Unusual
“While short-term changes rarely mean much, often information can be gleaned by examining the underlying market dynamics during such periods. Specifically, the recent...
21 February, 2019
A Long December
“A long December and there’s reason to believe, maybe this year will be better than the last” ~ A Long December, lyric from...
22 January, 2019
The Yield Curve Explained
Early December headlines were scattered with news of the inversion of the yield curve. Under normal circumstances, the yield curve arcs upward because...
17 December, 2018
Midterms Are Over, Now What?
If you’re like us, the best thing about the midterm elections being over is the expectation that the political television ads and spam...
14 November, 2018