The Case for India Financials
Amit Anand (NextFins) India, the world’s fifth largest economy[1], is expected to become the third largest economy by the end of the decade[2]. India’s GDP is expected to grow 7.7% Read More
Discretion
Joachim Klement (Klement on Investing) Most market indices try to be as neutral as possible and follow strict rules wherever they can. But for every rule you define there are Read More
Using ESG to Prepare Your Portfolio for Climate Change
Nicole Lee (Miller/Howard Investments) Science suggests, with increasing confidence, that climate change will impact each person, each company, and each country—albeit in different ways. At Miller/Howard, we ask these questions Read More
The Greatest Value Investor You’ve Never Heard Of
Brandon Beylo (Macro Ops) “We can have no finer role model. First and foremost, he was a value investor — a member of that eccentric tribe that believes it’s better Read More