CONSIDER PUTTING A SMALL AMOUNT OF YOUR EMERGING MARKETS ALLOCATION INTO AN ESTABLISHED LATIN AMERICAN FUND. LATIN AMERICA ECONOMIC EXTREMES FAILURES: Venezuela’s economic collapse SUCCESSES: Open market economies: – Chile – Colombia – Peru POTENTIAL TURNAROUND Brazil- attempting serious pension reform ESTABLISHED LATIN AMERICAN STOCK FUND T. Rowe Price Latin American fund (PRLAX) […]
LATIN AMERICA ECONOMIC EXTREMES
Late Cycle Growth Opportunities? GAMCO Growth Fund’s Market Beating Howard Ward Looks to the FAANGs
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MAKE SURE YOU HAVE SOME DEFENSIVE HOLDINGS IN YOUR PORTFOLIO
MAKE SURE YOU HAVE SOME DEFENSIVE HOLDINGS IN YOUR PORTFOLIO Ward’s Choices: Counter-cyclical stocks like utilities and cell tower companies Individual Investors’ Choices: Defensive non-stock assets like cash, Treasury bonds, gold … Watch the related WEALTHTRACK episode.
LATE CYCLE GROWTH OPPORTUNITIES? GAMCO GROWTH FUND’S MARKET BEATING HOWARD WARD LOOKS TO THE FAANGS
The FAANGS will continue to flourish, even in a late cycle market says market-beating portfolio manager Howard Ward who owns them in his GAMCO Growth Fund.
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HAVE FAITH IN THE RESILIENCE OF THE U.S. ECONOMY
HAVE FAITH IN THE RESILIENCE OF THE U.S. ECONOMY Contractions are caused by: Excesses in important sectors of the economy Overheating and “irrational exuberance” Prices and inflation spike Federal Reserve tightens monetary policy Watch the related WEALTHTRACK episode.
The “Story of The Decade”: Why U.S. Economy Strengthens While Setting Records for Longevity
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