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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May 30, 2023
Long-term care insurance policies generally reimburse for expenses up to a set daily limit for services related to assistance with activities of daily living (ADL). These activities include bathing, eating,...
May 30, 2023
The theme of GHP Investment Advisors' 2023 Economic Outlook Forum is “Short-term Pitfalls, Long-term Prosperity”. GHPIA advisors Brian Friedman, Mike Sullivan, Sebrina Ivey, Reed McCoy, and Carin Wagner discuss the...
April 14, 2023
Federal reserve policy turned off the monetary printing presses and by all measures inflation seems to have peaked, although the Fed believes further vigilance is warranted to guard against a...
March 14, 2023
On Wednesday March 8th SVB Financial Group (SIVB), the holding company for Silicon Valley Bank, announced a recent sale of $21 billion from their bond portfolio as well as their...