Tag "Ray Dalio"
Playing the plan: Mawer's emerging markets equity portfolio | EP70
Building resiliency while finding opportunities in emerging markets.
(Not) boring finds for June 2020
Howard Marks sent a memo; Ray Dalio explained the last 500 years as they related to empires and reserve currencies; we learned a new word, “shoshin”; and scanned a lot of charts about U. S. advertising revenue trends.
Central bank intervention: Masterpiece or mess?
On January 29, 2016, Bank of Japan Governor, Haruhiko Kuroda, hosted a press conference about Japan’s decision to lower interest rates below 0% for the first time.
(Not) boring finds for April 2016
Our team comes across hundreds of weird and wonderful reads in our daily research. Below are the handful that stood out for us last month.