One of the main concerns at the IMF meetings I attended last week was inadequate and unbalanced global growth. While the world continues to face considerable challenges resulting from the…
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Posted in Investing
Tagged equities, equity, global economy, global growth, OppChart
The least loved stock market rally in recent memory is now making history. The Dow Jones Industrial Average, on the morning of March 5, 2013, reached its highest level ever…
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Posted in Investing
Tagged equity, investors, mutual funds, risk, stock market
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…
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Posted in Investing
Tagged equities, equity, global investing, GrowthSpotting, stocks
Despite a less than robust near-term global macro picture, the long-term outlook for global energy demand is strong. However, while demand continues to increase, supply is in natural decline. By…
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Posted in Investing
Tagged energy, equity, global investing, GrowthSpotting
Investors may be surprised to learn that equity markets posted solid returns for 2012 despite the now-familiar concerns—the U.S. election, the Eurozone sovereign debt crisis and slowdown in China—that made…
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Posted in Investing
Tagged equity, investment portfolio, mutual funds, OppChart, stocks