Print
Thematic Investing for 2010 and Beyond
Eric Linser, CFA | Jan. 25, 2010
If the crippling financial events of 2008 and 2009 proved one thing, it's that investors need to rethink the entire philosophy of "portfolio management."
Today, some of the best-performing managers around the world manage their portfolios more ...
This theme is based largely on demographics, which cannot be altered by monetary or fiscal stimulus spending. The aging boomer theme relates to the increasing demand for healthcare, pharmaceuticals, and any product or service that can assist an aging population (in the US and around the world).
Healthcare needs aren't tied to the economic cycle, so demand for medical care and medical equipment tends to be steady. As for medical equipment, an aging population and more ...
Eric Linser, CFA | Dec. 22, 2009
There has been a lot of mention of the phrase "the New Normal" so I thought I'd define it, and discuss the ramifications and opportunities that such a philosophy represents.
We have just witnessed, and hopefully survived, the worst financial crisis since the Great Depression and the ensuing more ...
Higher Asset Allocation Weighting in Portfolios
Phil Diamond, CFA | Nov. 23, 2009
In a similar vein to Silicon Valley companies outsourcing information technology (IT) operations to India, so too should investors consider making such a move by shifting their asset allocation to a higher international weighting in both stocks and bonds, a move we have continually called for in client portfolios. A reminder of why we are doing this more ...
Phil Diamond, CFA | Sept. 14, 2009
Let's talk math, statistics to be more precise. The differential (some folks think of it as the second differential and if that is how it makes sense to you, go right ahead) is the change in the rate of change. If you were cruising down the highway at 70 and all of a sudden you pull off the road into a gas station, your differential speed is very negative (you were going 70, now it feels like 20). When you tear out of more ...
Disclaimer: All articles are for informational purposes only and do not constitute offers/solicitations to sell or purchase any security or investment product or service; this information is provided solely for your personal use and is not intended to be investment advice; all investments are subject to risks, including possible loss of the principal amount invested; diversification does not protect against a loss in a declining market or ensure a profit; stocks of companies in emerging markets are generally more risky than stocks of companies in developed countries; foreign investing involves additional risks including currency fluctuations and political uncertainty; prices of mid- and small-cap stocks often fluctuate more than those of large-company stocks; investments in bonds are subject to interest rate, credit, and inflation risk; past performance is no guarantee of future results; nothing constitutes tax or legal advice; investment products described herein are not bank deposits; are not insured by the FDIC or any other governmental entity; are neither obligations of, nor guaranteed by Green Valley Wealth Advisors, LLC. We are not responsible for the accuracy or content on third party websites; any and all links are offered only for use at your own discretion; and our privacy policies do not apply to linked websites.
