Short-Term Noise Can Lead to Long-Term Opportunity
If you only take one thing from today’s writing, take this: storms are a sideshow to sunnier days.
Entries by Eric Clark Portfolio Manager
Private Markets: The Largest Mega Trend in Financial Services
There are several powerful mega-trends happening around the world. One of these trends is happening in the financial services industry and is still a game in the early innings.
What’s the Real Value of Active Management?
In my opinion, true active strategies have a very important role in portfolios as complements to passive, cheap beta. Advisors need to understand what they own.
The Election Results Are In. The Market Likes the Results.
As an investor, it’s nice to know what we should expect from President Trump, because we have seen the movie before in 2017 – 2021. Apart from the early part of the Pandemic period, the economy and stock markets generally performed well.
Thematic Investing Can Add a Ton of Value to Portfolios
Remember, our investment in stocks is a De facto vote of confidence on the economies in which we invest. Earnings, revenue, margins, free cash flow, and the growth of these important metrics is what drives stocks up or down over time.
Investing in Big Rivers is a No-Brainer, Common Sense Decision.
The discretionary sector struggled as did all growth and quality-oriented areas of the market in 2022. That was a classic re-set and a raging opportunity to add exposure.
