Tag Archives: GDP Growth

Brexit and Your Portfolio

Brexit and Your Portfolio

Whichever way you voted, it is hard not to be dismayed by the shambles that is Brexit, concocted by all sides. In the event any deal agreed gets voted down in Parliament, or there is no deal, there is a material chance the government could fall. One or both of these events would come with […]

Investment Wisdom 2012 and Beyond

What about the wisdom of investing more in emerging market economies?  – the common wisdom that investors should focus a growing portion of their portfolios on the perceived opportunities in emerging market equities. If we reflect on 2011 for a moment, many investors believed (and continue to believe) that since emerging markets offered greater GDP […]