With U.S. equity markets already trading at above-average valuations, the assessment of the “right" E is essential to help avoid future pitfalls or even outright losses.
Analyzing drought conditions in the U.S. over the past 10 years, findings show that during “drought periods,” the S&P Global Water Index has outperformed the MSCI World Small Cap Index by 85 percent.
Presenting a scorecard of blog entries from July 2014 through March 2015, including comparisons of our major forward-looking themes vs. real-world outcomes.
In absence of compelling equity stories around the globe, investors must focus on value and future growth, especially when a “fix” to hindering conditions is a very possible outcome.
You can’t reap the potential benefits of convertibles simply by including them in a portfolio. Instead, you need to find the right blend of convertibles and manage them to achieve a particular objective.
Clearly, in order to make sense of risk and opportunities offered in financial markets, clients will want to hire managers that are skilled, but opportunity is the other crucial component to investment success.