China's economy is unlikely to have a hard-landing and demand for luxury brands like Ralph Lauren will remain relatively resilient.
Strategies
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This move makes sense because of the downside volatility and flat performance exhibited by this asset class over the summer.
Quantitative easing has become something of a dirty word this election cycle. The Fed Chairman is correct to keep it on the table.
A Fed QE3 move will be a short term positive, but it will not solve or even hide all the problems facing the economy.
Only if the Fed acts, will we change the look of our portfolio and jump on the stock market bandwagon.
Genworth's plans to divest its Australian unit sometime in 2013 will create tremendous value for shareholders.
This would seem to me to be a fine time to “risk up” by adding a little more emerging market exposure to your portfolio.
Yelp shares showed this week how dangerous it can be to invest with the crowd and the importance of finding off-the-radar stock ideas.