A Bullish Case for the Chinese Market?

Yeah, we heard one. On Tuesday, Andy Rothman, an investment strategist for Matthews Asia, laid out a case for investing—albeit selectively and from a value perspective—in the Chinese stock market. Among the positive points Rothman identified within the Chinese...

Mitigating Portfolio Volatility

On Tuesday, we heard a panel speak on the challenges of mitigating portfolio volatility in today’s market. The discussion—featuring Cleo Chang (former CIO of Wilshire Funds, currently the head of Alternative Investments at American Century Investments), Jai...

Observations on the Political Climate

On Tuesday, we attended Charles Schwab’s annual market outlook event in Atlanta. The opening session featured a conversation with Greg Valliere, who’s made a career of walking the line between politics and capital markets. He’s good. He gets politics...
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