"Given that, structural themes I focus on include internet platforms and companies with strong R&D that can conquer global markets through exports. Another theme is financialization, as savings move ...
(Bloomberg Prophets) --Successful investors rely on basic analyses of hard facts and trends and try to avoid short-term emotional responses. They evaluate fundamental forces, decide on the investment ...
We expect volatility to remain elevated as slower growth and shifting trade policy generate complex macro signals. With the Fed constrained by a tight labor market and the potential for tariff-induced ...
Forbes contributors publish independent expert analyses and insights. Specialist in global markets, economics and alternative investments. Reading through dozens of 100-page investment outlooks to ...
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