An excellent article in the FT by Richard Bernstein offers great perspective and makes a case for the overdue broadening out of markets [click to read]. We concur and have written extensively on this issue from a different angle. Our CIO John Hock worked with Rich back in his Merrill Lynch days and always admired his character, intelligence, investment acumen, and common sense. Different perspectives, but shared conviction in how this plays out.
Market See-Saws Always Have Two Ends
The views and opinions in this article are for informational purposes only and Altrinsic’s views of the article may change without notice at any time. This material contains “forward-looking” information that is not purely historical in nature. Past performance is no guarantee of future results. Investing involves risk; principal loss is possible. There is no representation or warranty as to the current accuracy, reliability, or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.
Emerging Market Opportunities
Insights
