After years of underperformance, one of the most under-owned asset classes is emerging markets, and one of the least understood and appreciated is Asia.
RECENT PROGRAMS
INVESTING IN FAST-GROWING ASIAN MARKETS WHILE MINIMIZING CHINA’S RISK WITH MATTHEWS ASIA’S CIO
After years of underperformance, one of the most under-owned asset classes is emerging markets, and one of the least understood and appreciated is Asia.
TOP GLOBAL VALUE MANAGER SARAH KETTERER IDENTIFIES SOME “OUTSTANDING” BEAR MARKET OPPORTUNITIES
We are in a new era of investing says award-winning global value manager Sarah Ketterer. She describes Causeway Capital’s emphasis on defensive, less economically sensitive companies short term while having a buy list of cyclical recovery companies to buy when recession hits.
INFLUENTIAL & PRESCIENT ECONOMIST DAVE ROSENBERG WARNS OF IMMINENT RECESSION & AN EXTENDED BEAR MARKET
Dave Rosenberg’s outspoken and meticulously researched opinions frequently challenge the prevailing wisdom on Wall Street. Which prevailing views is Rosenberg challenging now?
BIG DECLINES ARE NORMAL AND CRYPTO’S POTENTIAL IS ON TRACK SAYS BITWISE’S CIO MATT HOUGAN
Crypto expert Matt Hougan explains that big declines in bitcoin and other crypto assets are par for the course in this emerging technology but they don’t detract from its enormous potential as an industry and investment.
MORNINGSTAR’S OUTSTANDING PORTFOLIO MANAGER OF 2022, MARY ELLEN STANEK SAYS BONDS ARE BACK
Mary Ellen Stanek’s Baird Funds have beaten the market without taking undue risk for more than two decades which is why Morningstar named her Outstanding Portfolio Manager of 2022.
