5 lessons from Ian Bremmer at the 2014 Global Investment Conference
What does it mean for investors?
A value investor's approach to car companies.
Little has changed in modern portfolio views over the last few decades. Many institutional money managers and plan sponsors have been working with the simple strategy of splitting their investments and exposures between equities and fixed income. More often than not, this results in a 60/40 weighting of equities and bonds, respectively, with the idea that this amount of diversification will weather volatile markets and produce suitable returns.
To find out, we put Shiller's CAPE to the test.
Geopolitical risks brought on by the confrontation between Ukraine and Russia are unlikely to slow global GDP growth in 2014.
Global investors are moving toward a "risk-off" stance, taking on greater protection as the prospect of geopolitical instability grows.
Ian Bremmer on why economics is taking a backseat to politics.
Age to retirement isn't a good measure of risk tolerance.
