But before you cast aside all fixed-income investments, recognize that all is not well in the global economy so a binary perspective is probably not appropriate. Read More
Warren Buffett's annual letter this week covered many topics. But perhaps the most telling passage discussed the very clear succession plan laid out by the Oracle of Omaha. Read More
Last week's headlines were dominated by European leaders meeting to try to finally develop a coordinated strategy to address the fiscal woes of the European Union’s sovereign nations. As usual, Germany and France took the lead in attempting to forge a closer financial bond to alter the negative sentiment about European financial conditions. Read More
Market volatility never seems to end. And that's the cold hard fact that investors need to recognize; volatility will never end and it is a permanent part of the investment landscape. So how do you invest in this new environment? Having a perspective on macro events is an important foundational step. Read More
It's a time honored tradition in the investment community to tell investors to "hang in there, you're a long-term investor". While there is an element of truth to this statement, it is not particularly comforting when markets are volatile in the short term environment. The consternation that investors feel when portfolios fluctuate is palpable. Read More
India faces many short-term macro challenges including a string of corruption scandals and persistently high inflation. However, the long-term story in India continues to be attractive. Read More