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
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
Here’s what has been on my mind of late. Asset allocation models too often are naïve about price. Entry price affects both the potential for returns and the potential for…
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Posted in Investing
Tagged dividends, global investing, investment portfolio, investors
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…
Continue Reading »
Posted in Investing
Tagged equities, global investing, GrowthSpotting, stocks
I recently wrote about some of the misconceptions related to the Chinese economy. Today, I’d like to discuss how we believe the economy will evolve in the coming years. While…
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Posted in Global Economy
Tagged China, global investing