April 2015

April 28, 2015

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Investors’ Burning Questions Last weekend GIM’s Chief Investment Officer, Monty Guild, gave a speech to investors about world markets. During the Q&A, it became obvious that investors had four central concerns: 1. “The U.S. market is high; how do we...
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April 20, 2015

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Mainland Chinese and Hong Kong Stocks We are bullish on mainland Chinese and Hong Kong stocks. The Shanghai stock market is going up, and there are several theories about why it is rising. Our favorite is that when the U.S....
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April 13, 2015

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The China Bull Rages China’s domestic stock markets in Shanghai and Shenzhen have put on strong rallies since the middle of 2014. Recently, the China rally shifted into high gear. We believe this outperformance is being driven by the desire...
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April 07, 2015

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Don’t Fight The Central Banks European QE is ongoing, and we believe it will have the same effect in Europe that it did in the U.S. — boosting stock prices. We think that dividend-paying exporters will do particularly well. Europe...
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