Scott Justice
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SET Monthly Issue August 2016
SAFER HARBORS IN EMERGING MARKET STORMS When you look at investing in emerging markets, three considerations march to the head of the line… opportunity, volatility, and significant differences between one market and another. The outlook for an emerging market like the Philippines is much different from Poland. Lumping them all together into one basket is […]
SET Portfolio Update May 2015
Investors are greeting the arrival of the month of May as they so often do… They’re selling stocks. The old Wall Street adage goes, sell in May and go away. But here’s the thing… I don’t think investors will go away. In order for the ‘sell in May and go away’ strategy to work, it […]