Have been noticing a conversation that’s come up repeatedly — Being locked into in-house proprietary funds where any future adjustment or move means triggering capital gains on your entire portfolio. To help you think through this challenge before it becomes urgent, I created this focused 5-minute video specifically for this…
As a portfolio manager with years of experience in North America, I often hear optimistic discussions from other large North America institutional fund managers about investment opportunities in China. From an academic and statistical standpoint, the narrative of China’s economic…
If you look closely at the patterns of global migration around the world in recent years, you’ll see a trend: people and businesses are always moving to places that offer more economic freedom and efficiency. North America is the best…
Every May, Berkshire Hathaway, which is owned by Warren Buffett, conducts its annual meeting for shareholders in Omaha. This year was no different. But this year’s gathering was not only the last one with Warren Buffett as CEO; it was…
In 1970, the Rothschild family took a strategic choice to break from their traditional banking operation and form their own investment trust company. Many questioned the decision at the time, wondering if leaving the banking system meant giving up access…
When people talk about the risk-free rate, many naturally assume it’s the government’s credit rate — something entirely free of risk. In reality, that’s not quite true. This short piece…
Chinese immigrants often find themselves trapped in a cultural paradox: on one hand, they deeply distrust China’s investment environment; on the other, after settling in North America, they instinctively cling…
My work frequently brings me into close conversations with senior executives from major North American asset management firms—people like Ryan Dickey from Mackenzie or top fund managers from Fidelity such…
In North America, many institutional or private banking “wealth advisors” are essentially salaried salespeople. Holding only basic fund-sales licenses that take a few months to obtain, they often struggle to…
Have been noticing a conversation that’s come up repeatedly — Being locked into in-house proprietary funds where any future adjustment or move means triggering capital gains on your entire portfolio.…
Why does the economy feel worse than the numbers say? What does stagflation mean for my portfolio? Is anyone actually doing something about this? …then this conversation is for you.
