Randy Dishmon doesn't care much for investment strategies based on lumping stocks into boxes with labels like growth and value. The manager of the Invesco Global Focus Fund, which has returned 46% this year and consistently ranks in the top 1% of similar funds, joins the latest “What Goes Up” podcast to discuss how he approaches investing and the recent rotation in equities.
Mentioned in this podcast:
‘Very, Very Busy Week’ Wipes Out Traders’ Usual Holiday Doldrums
Chaos in Factor Land Puts Quants on Hunt for Accidental Exposure
Why does Tesla joining the S&P 500 remind Wells Fargo Securities’ head of equity strategy of AOL and the dot-com boom and bust era? He also explains why he’s sticking with his year-end estimate of 3,850 for the S&P 500 even after the benchmark index reached that level in the first month...
The upcoming inauguration of Joe Biden as president offers the U.S. a chance to reboot its relationship with China after a tumultuous four years under Donald Trump. Bob Hormats of investment firm Tiedemann Advisors, who has served in senior economic and trade policy roles under five different...
Another week, another record high for stocks – even in the midst of political unrest. Vincent Deluard, director of global macro strategy at StoneX Group Inc., discusses the disconnect between stocks and reality, a so-called “bear market for humans,” his outlook for 2021, and the risk of...