There's a case for alternative investments with little correlation to global stock markets and the global economy.
Charles Sizemore
273 posts
Is this an opportunity to buy all of those great stocks that “got away from you” in the first quarter run-up, or a portent of nasty things to come?
We are genuinely pleased with the performance of most asset classes in 2012. As we expected, bond yields have moved mostly sideways.
Though investment possibilities are, in Buffett’s words, “both many and varied,” there are three major categories that we have to choose from.
Investors can still make a decent profit under these conditions, assuming they choose investments wisely and pay a reasonable price.
Emerging markets were supposed to untether themselves from the debt-burdened West and find their own way in the world. It didn't work out that way.