His Baron Global Advantage fund has gone from long-time leader to short-term laggard but Alex Umansky is doubling down on several of his biggest losers in the conviction they will turn into his biggest winners long-term.
McCULLEY: GEOPOLITICS MATTER
When Paul McCulley was Chief Economist, Fed watcher, and head of the $400 billion short-term trading desk at PIMCO he paid some attention to geopolitics, but he says understanding the state of the world is much more important today.
A NOTED FED WATCHER SAYS THIS FED HAS THE COURAGE TO DEFEAT INFLATION DESPITE RECESSION RISK
Financial thought leader and noted Fed watcher Paul McCulley says this Fed has the courage to defeat inflation despite recession risk.
NEW STRATEGIES FOR A MAJOR MARKET INFLECTION POINT WITH INFLUENTIAL STRATEGIST, SAVITA SUBRAMANIAN
BofA Global Research’s influential strategist, Savita Subramanian describes the major inflection point occurring in the market and the new strategies needed to profit from it.
SUBRAMANIAN: BENEFICIAL PHILOSOPHY
Leading U.S. Equity and ESG strategist Savita Subramanian graduated from college with a double major in mathematics and philosophy. Guess which degree has been most helpful in her strategy work?
LIBERATORE: SUSTAINABLE DEVELOPMENT GOALS
In 2015, 193 member states of the United Nations agreed to 17 Sustainable Development Goals (SDGs) to achieve sustainable growth and development globally by 2030. They are big, idealistic goals such as “no poverty and “zero hunger.” How effective has the widespread adoption of these goals been? ESG and impact investing pioneer Steve Liberatore shares his assessment.
