Portfolio Management

Over the weekend a long-time client asked an excellent question related to our recent blog post entitled, “Is a Bright Spot Emerging in the Global Equity Markets?”, in which we tediously documented the relative out-performance trends among the vast majority of emerging market countries. The client…

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How to Invest in a Slowing China World November 13, 2015

Posted by Bryce Coward, CFA in Economy, Portfolio Management

Yesterday we gave three reasons why the stabilization seen in China over the last several weeks is just a cyclical pause before the next leg of the slowdown starts anew. Those reasons were that: 1) The current stabilization is almost entirely due to fiscal stimulus…

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