Tag Archives: global

Stocks undervalued but “the best house in a bad neighborhood”

Posted on June 29, 2011 by BH&J

We had an opportunity June 28 to listen to Dennis Stattman, senior portfolio manager of the Blackrock Global Allocation Fund, discuss global investment conditions. His quarterly market assessment is interesting because he and his team of analysts manage a go-anywhere … Continue reading →

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Changing world demographics will have economic impact

Posted on April 29, 2011 by BH&J

Harvard Professor Richard Cooper recently made a presentation at a meeting of the Boston Security Analysts Society. His presentation analyzed international census data and included a variety of predictions about global demographic changes over the next 30 years that will … Continue reading →

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Lowest quality stocks and bonds lead recovery; higher quality investments better place to be now

Posted on January 26, 2010 by BH&J

Among the astounding aspects of the market’s recovery since March 2009 has been the huge disparity in performance between low-quality and high-quality investments. Consider this chart produced by Russell Investments. It demonstrates the relationship between the quality of publicly traded … Continue reading →

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