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Inflection Points: Roll with the Changes
Investors face some big questions in the current environment, namely what comes next, and what strategies may be attractive. By Scott Helfstein
Views From the Ground: Why Brazil and Why BRAZ? 2025
We left a recent trip to Brazil optimistic that depressed equity valuations could present an attractive buying opportunity. By Paul Dmitriev
Views From the Ground: Argentina
A trip to Argentina increased our conviction that political change and the potential to monetize natural resources have the country positioned for growth. By W. Malcolm Dorson
Inflection Points: Trying to Reason with High Vol Season
Volatility is back, but times like these are reminders to keep investing basics top of mind: stay diversified to help stay calm. By Scott Helfstein
Why Germany? Why DAX?
Following a recent political shift, the large and diverse German economy may be better positioned for sustainable growth. By Trevor Yates