Growth and value are the center of an everlasting debate about how one structures an investment portfolio. The story goes that value outperforms growth, and the bubble and bust of…
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Posted in Investing
Tagged investing, investment, investment portfolio, stocks

The news certainly isn’t getting better. Day by day, the data releases in the U.S. seem to disappoint. The China slowdown story is getting renewed traction. Finally, the most recent…
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Posted in Investing
Tagged China, equity, global investing, investment, investment portfolio

The conference’s final day focused on the interaction between local or regional policy and global economic issues.  The salient consensus as I heard it was that the world needs greater…
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Posted in Global Economy
Tagged fiscal imbalances, global, globalize your thinking, India, infrastructure, investment, Middle East, North Africa, policy, regulation