Price Matters

Steven Romick, Founding Partner, FPA

Back to all videos and podcasts

Related content

The Global Perspective: Can any market keep up with US equities?

It seems like no market can keep up with the juggernaut that is US equities. Over the last 15-years, US equities have compounded at almost 10% per year. Meanwhile, international and even emerging market returns pale in comparison – appreciating just 5.4% and 7% per annum (in USD), respectively. US stocks now make up 60% of the MSCI All Country World Index. Can this trend continue over the next 15 years?

Watch Video

The Global Perspective: Is this China’s Minsky Moment?

During this 15-min discussion, Ian Beattie and Anil Jugmohan tackle what “common prosperity” really means for investors, whether China should even be considered investable at this point and are VIE’s dangerous, and the implications for companies such as Tencent, Alibaba and others.

Watch Video

The Global Perspective: Taper Tantrum 2.0

The Taper Tantrum in 2013 was triggered by comments from the then central bank governor of the US Federal Reserve (“Fed”), Ben Bernanke, that the Fed intended to slow the pace (“taper”) of its bond purchasing program. At the time, asset prices collapsed over fears that markets would crumble at the cessation of liquidity support provided by the Fed post the Global Financial Crisis.

Watch Video