Partners In Investing

Rising rates hurt growth stocks, but much less than one might think. As a result, 2022 has presented an opportunity for value investors to take a fresh look at Quality growth companies.

The U.S. dollar is at 35-year highs, and it’s our problem. An overvalued currency is a negative influence on the performance of equities in that country.

Jeremy Grantham shares his updated views on the current superbubble, its parallels to past bubbles, and ways to navigate ahead. Rick Friedman describes the opportunity embedded in Equity Dislocation, GMO's high conviction strategy...

Reframing risk as “what you need when you need it” and actively moving assets against the herd can naturally tilt your portfolio toward better outcomes.

So far this summer’s bear market rally perfectly fits the pattern of the three superbubble precedents.

In this environment, the carry trade may be riskier than it looks.

Emerging countries face undeniably challenging global conditions, but we don’t accept the latest doom and gloom scenario. We believe these countries are far more resilient than many people think.

In this webcast, James Montier and Martin Tarlie discussed the genesis of their latest White Paper, “Investing for Retirement II: Modelling Your Assets – Are Financial Planners Stuck in the 1970s?

As we enter the third quarter of 2022, our valuation metrics for emerging debt are more compelling. In this piece, we update our valuation charts and commentary.