Market forecasters have a terrible record of predicting the future. Investors influenced by them may be sabotaging their returns.
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The Investment Landscape in the U.S., Europe and Emerging Markets
Despite COVID, enormous opportunities can be found in the US among both digital leaders and undervalued companies, European multinationals and consumer businesses across Asia. Rigorous research and selectivity are critical.
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Misperceptions about financials that create opportunity
Regulatory risks; lessons from some big financials that are stronger and more dominant today than before the financial crisis
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Why should equity investors be optimistic about the next decade?
The folly of short term forecasts, and putting current stock market valuations into perspective
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