In an opinion piece for The New York Times, Peter Coy interviewed Mark Spitznagel, founder and CIO of Universa Investments LP and author of the recent book Safe Haven: Investing…
Day: January 20, 2022
The Spike in Real Rates Is Just The Beginning
In a note to clients, Dennis DeBusschere, voted the #1 U.S. portfolio strategist in Institutional Investor’s 2021 survey, says that higher rates are not an obstacle for the S&P 500’s…
A Deep Dive Into Quality Growth Investing with Harding Loevner's Rick Schmidt
There is an interesting dichotomy in the growth investing space in that growth stocks as a whole tend to underperform the market over time, but the best performing individual stocks…
