As our clients know, we do not invest based on our predictions of what might happen in the market over the next 3-6 months, since we have no confidence in our ability (or anyone else’s ability) to guess short term market movements. We do, however, try to make judgements about whether long term fundamentals support the prices for equity, debt, and other securities, and orient our portfolios to try to focus on those areas that we think represent good value and avoid those that appear overpriced.
To view the entire article, click on the following link: Mid-Year Roundup
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