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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 ...
Frontier Markets
Frontier markets are the subset of emerging markets deemed to be relatively small and illiquid, even by emerging markets standards. In the past, most frontier markets were relatively inaccessible to foreign investors. However, several frontier markets have become more investable, with lower restrictions on foreign ownership and increased liquidity in local stock markets. There are economic and investment rationales for considering allocations to frontier more ...
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