The Era of Uncertainty: Global Investment Strategies for Inflation, Deflation, and the Middle Ground by Francois Trahan, Katherine Krantz, Robert Doll
Publisher: Wiley | 2011 | ISBN: 1118027736 | 256 pages | PDF | 1,36 MB
With macro forces governing the post-credit crisis world, and most likely to remain dominant for some time to come, the power of the business cycle is once again in the spotlight. In this type of environment, stock picking will have far less impact on portfolio returns than getting the "big picture" right. And using the last twenty years as a playbook will prove costly to investors. The Era of Uncertainty provides a new way of thinking about investing in a dynamic, macro-driven world. In it, François Trahan and Katherine Krantz discuss the importance of macroeconomic perspectives in an unstable global economy.