markets
A Business Call for a New Economy
On June 12, the American Sustainable Business Council (ASBC) presented its Business Call for a New Economy… to a White House summit, the following day the letter was shared with Senators and their staff. Founded in 2009, the ASBC is a coalition of businesses and business organizations committed to advancing
Simplicity in a Complex World
While attending the CFA Conference… in Chicago a couple of weeks ago, I got to listen to one of my favorite financial voices, James Montier of GMO. In a conference heavy on academic presentations, it was refreshing to hear an investing practitioner hold forth. Presenting his white paper, “The Flaws
The Efficient Frontier?
Investors were once able to diversify portfolios by adding emerging market stocks to the mix. However, emerging stock markets have been trading more or less in lock step with developed stock markets over the latest global economic cycle. The correlation of the MSCI World Equity Index and the MSCI Emerging…
Stocks on the Rise, but with Little Foundation
Here we are a little more than three years removed from the financial crisis-induced stock market bottom and much has changed. Well, some things have changed. For one, the S&P 500 has more than doubled. So the return side of the risk/return equation has moved significantly. What about risk? Certainly…
