Eric Linser, CFA | Mar. 2, 2011
Answer: Political protests!
While each participant has different political agendas, the commonality I see is contagion, or the spread of unrest.
In the Mid-West, particularly Wisconsin, a battle rages over public sector finances. Elected officials are pushing to eliminate or weaken collective bargaining by government employees' unions with the more ...
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 ...
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 ...
The world is full of opportunities, yet Americans’ “home bias” in investing may limit both diversification and opportunity for their investment portfolios. While many Americans intuitively realize the advantages of international investing, even now institutional investors have limited non-US assets. Currently, the average US institution has 75% of stock portfolios in domestic equities, and 25% in international/global stocks (according to Greenwich Associates). This is quite more ...
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