By
Borsgade
Thomas Shrager and colleagues at Tweedy, Browne provide an update on the stock market, their portfolios and share their reflections on selected positions.
Non-US equity markets, as represented by the MSCI EAFE Index, had broader participation, and performed quite well and have slowly been gaining ground on US equity markets. We are encouraged by this improvement in the performance of international equities and have continued to uncover new opportunities at home and abroad, particularly in smaller and medium capitalization industrial companies. […]
We still believe we are in the midst of a material shift in markets largely driven by stubbornly persistent inflation and interest rates, which we think will likely normalize over time at levels well beyond the zero bound of the last decade plus. As we have contended in numerous commentaries over the last couple of years, in such an environment, we believe price matters again […].
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The above has been prepared by Børsgade ApS for information purposes and cannot be regarded as a solicitation or recommendation to buy or sell any security. Nor can the information etc. be regarded as recommendations or advice of a legal, accounting or tax nature. Børsgade cannot be held liable for losses caused by customers’/users’ actions – or lack thereof – based on the information in the above. We have made every effort to ensure that the information in the above is complete and accurate, but cannot guarantee this and accept no liability for errors or omissions.
Readers are advised that investing may involve a risk of loss that cannot be determined in advance, and that past performance and price development cannot be used as a reliable indicator of future performance and price development. For further information please contact info@borsgade.dk
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