Archive for January, 2020
Mega Investment Trends Influencing Markets
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WILBY: OPTIMISTIC FUTURE
OPTIMISTIC FUTURE
Private investor Bill Wilby has been traveling and reading extensively since 2007 when he retired from managing the Oppenheimer Global Fund, which was ranked the number one global fund during his twelve-year tenure. He highly recommends two recently read books.
STICK WITH PUBLICLY TRADED SECURITIES
STICK WITH PUBLICLY TRADED SECURITIES
Signs of Private Equity Trouble
An explosion in the number of private equity firms:
- 106% increase in PE-backed companies in the decade ending 2017
- Net asset value of PE holdings up sevenfold since 2002
MEGA INVESTMENT TRENDS INFLUENCING MARKETS WITH GREAT GLOBAL INVESTOR BILL WILBY
As we enter a new decade what are some of the major changes we face as investors? For answers, we are asking a global investor known not only for his past performance but also for identifying big themes that can have an outsized influence on the financial markets.
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REBALANCE SOME OF YOUR U.S. STOCK EXPOSURE TO FOREIGN STOCKS
REBALANCE SOME OF YOUR U.S. STOCK EXPOSURE TO FOREIGN STOCKS
- U.S. market has outperformed foreign markets over the last decade
- Trim some U.S. holdings and add to some overseas markets
- Consider markets you are underexposed to and/or are unpopular
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