Over the past year we’ve highlighted that equities, on many measures, appear to be as cheap to U.S. Treasuries as they have been in decades. Stocks’ earnings yield (the inverse…
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Posted in Investing
Tagged equities, OppChart, stocks

GrowthSpotting: The Art of Global Investing This series cuts through market noise to explore what we believe are the most relevant and inevitable global trends for investors seeking growth. In it, we…
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Posted in Investing
Tagged equities, global growth, global investing, GrowthSpotting

In the early 1970s my father decided to encourage me to save and teach me a bit about investing.  Long before mutual fund management was a twinkle in my eye,…
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Posted in Investing
Tagged equities, investing, stock market, stocks

Reflecting on reflexivity……. Investment books are a bit like golf instruction books.  I’ve always felt that there is a bit of truth in all of them, plus a bunch of…
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Posted in Investing
Tagged equities, investing

As we head into 2013, I have a sense of déjà vu. It’s as if we’re back in the late 1970s or early 1980s: Many investors are fearful about the…
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Posted in Investing
Tagged bonds, emerging markets, equities, fiscal cliff, fixed income, investing