#208: Brandes - Are there investment opportunities in the wake of the US banking crisis?
Word on the Street
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The Future of Investing
There's an amazing set of charts you can look out with regards to growth versus value in terms of styles than their performance over the last period. But we can't predict reliably when those styles are going to outperform or underperform. So that's why we always keep a foot in the dusty corners of the equity market potentially making sure that we're not just extrapolating from the recent past and saying that trends will continue. I personally think there's probably a bit more to be excited about from a productivity perspective. And remember it is productivity that you are trying to access with a globally diversified portfolio so the incentive to invest is bigger.
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