Robin Geffen, one of the U.K.’s most successful fund managers, says that the balance of power is shifting in the global economy, and that emerging market nations offer opportunities for…
Day: September 18, 2009
O'Shaughnessy: Rationality Making a Comeback
Last week, we highlighted James O’Shaughnessy’s take on why investors are making major asset allocation changes at just the wrong time. This week, O’Shaughnessy tells the Financial Post of Canada…
The Next Asset Bubble?
ISI Group’s Francois Trahan — Institutional Investor magazine’s top-ranked strategist — says we could be headed into a “fun phase” for the markets, but that the economic rescue plans are…
GARP, PEGS, and Peter Lynch
Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This week’s issue looks at the Peter Lynch-inspired P/E/Growth Investor strategy,…