Borderless Investor

On a lighter note…I will be speaking at the Las Vegas Money Show on Borderless Investing, Emerging Markets and other international investing topics in May. If you’re in the area, I hope you can stop by. The Money Show folks always do a great job assembling a roster of interesting speakers and exhibitors. And admission […]

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Here’s my latest Borderless Investor column at Forbes.com. Emerging markets may be in for some choppy trading with the Iran standoff heating up. While that’s hardly an encouraging development, it’s not going to be the end of the world. Nor will it ruin the long-term fundamental picture for emerging market stocks. Don’t lose sight of […]

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Here’s a column I wrote for Forbes.com on why global banks are still worth a look.

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When markets blow up - and rise again from the ashes as they are doing now - it can often seem like international investing is a pointless exercise. Why bother diversifying if the world is increasingly correlated and moving in the same direction anyhow?
Well, there are plenty of great reasons to bother. Mainly it’s in […]

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