In an earlier less globalized era, American investors could ignore a debt default in Greece. European investors could disregard subprime mortgages in the United States. Investors did not care whether China devalued its currency or manipulated its stock market. Today, investors ignore global events at their peril.
We are often astonished that many investment professionals are unaware of basic international differences such as Common Law vs. Civil Law or bank vs. capital market financial systems. Understanding these fundamentals helps us gauge risk and reward in global financial markets. We believe country governance is as important as individual company analysis. In fact, this top-down valuation is so critical to our foreign investment strategy, we’ve developed proprietary tools to guide our decision making.
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October 28, 2026
Scams are becoming increasingly sophisticated, and even cautious individuals can be caught off guard. Learn what steps to take if you have been scammed, how to protect your financial information,...
October 9, 2026
Are higher interest rates a return to historical norms? Explore how Federal Reserve policy, inflation, and government borrowing shape interest rates, what higher rates mean for savers and borrowers, and...
September 22, 2026
Starting in the 2026 tax year, taxpayers who take the standard deduction may also deduct up to $1,000 in qualifying charitable cash donations, or $2,000 for joint filers. Learn which...
September 11, 2026
The U.S. Treasury recently expanded certain long-term bond buybacks as interest rates moved higher. What does the timing tell us about Treasury yields, federal debt, and the signals coming from...
Top Row L to R: Brad Engle, Mike Sullivan, Sebrina Ivey, Christian Lewton, Jason Kitner
Bottom Row L to R: Carin Wagner, Angela Kennedy Lee, Jenny Merges, Brian Friedman, Deirdre Mcguire, Barbara Terrazas, Reed McCoy