portfolio management

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Book Review: Global Trends 2030

Book Review: Global Trends 2030

This book is the US intelligence community’s best assessment of critical drivers and political scenarios worldwide over the next 15 years. The overview is broken into megatrends, game changers, and potential alternative scenarios. It delineates those regions and issues that may hold both the greatest opportunities and the greatest risks in the future. Read more

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Book Review: The Value Proposition

The Value Proposition: Sionna’s Common Sense Path to Investment Success

The book is an informative guide for those striving to gain a deeper understanding of and improve their skills in value investing. Its themes include adapting to changing market conditions, defining and calculating intrinsic value, and constructing and rebalancing portfolios. Read more