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Eric Linser, CFA | March 17, 2011
I would like to quickly share my thoughts on the events in Japan this past week.
First, let me say that my heart goes out to everyone that has been affected by the horrible disaster.
My role as an advisor is to opine on the financial aspects of the disaster, the events occurring here at home (be it the US, or California), the Mid-East, or the emerging markets. more ...
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 ...
Eric Linser, CFA | Oct. 1, 2010
The market is at an inflection point; it's very close to making up its collective mind about the direction of the broader economy. It has reached this stage after a robust contest between two competing visions since spring -- one calling for continued recovery; the other seeing another downturn. Read On >> (PDF)
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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 ...
Eric Linser, CFA | Jan. 25, 2010
It is the time of year when market pundits offer predictions for how the coming year will pan out. Such forecasts should always be taken with large grain of salt, given the dynamic nature of markets and the inherent unpredictability of the future. Moreover, successful investing requires flexibility, humility and openness to a range of possible outcomes. This mindset is particularly important in the present environment, given 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 ...
Investors Pay the Government to Hold Their Debt?
Green Valley Wealth Advisors | Nov. 23, 2009
For the first time in seven decades,Treasury bills are paying no interest while stocks continue to appreciate -- a divergence in US financial markets that might be perilous if Fed Chairman Ben 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 ...
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 ...
recovery, interest rates, inflation, Muni bonds, global perspective & more
Eric Linser, CFA | Sept. 21, 2009
Here is our monthly perspective on events and trends affecting the economy, the financial markets, and investment management. First, let's take a look at an interesting chart and commentary from Morgan Stanley's chief European market strategist, Mr. Teun Draaisma, as to how much further the stock market could rally. We'll take a more ...
Eric Linser, CFA | July 28, 2009
That is a good question, and in a similar vein it is like asking if Santa is for real. Well...kind of. Christmas is a time of gift giving, and the market rebound has offered us some gifts as well. It now appears that we have moved away from the Armageddon scenario of last year, and are rebuilding, be it ever so slowly. With the markets on the right trajectory as of recent, it seems safe to come out of our bunkers again. The rocky more ...
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