Showing 1 - 2 of 2
It's time for investors to play the long game
News, Published on 03/06/2025
» Investing, like golf, is a mix of both the short and the long game. In the wild first half of 2025, investors have mostly focused on the short game, but now that we appear to be entering a period of relative calm, investors can start looking much farther down the fairway.
Forget American exceptionalism, it's a tri polar world
News, Published on 11/01/2025
» In 2024, the watchword in financial markets was "American exceptionalism", as the US economy and markets left the rest of the world in the dust. But as the calendar turns, it may now be time to remove these geographic blinders to consider the larger regional competition likely to reshape the global economy in the coming years. We may be in the midst of a long-term global growth cycle driven by intensifying competition in the critical areas of artificial intelligence, green technology, and security between the world's three dominant regions: the Americas, Asia and Europe. (It's what I refer to as the Tri Polar World.)