Salient Says Emerging Markets Infrastructure Is Mission Critical
Ask a global fund manager what they like about emerging markets and they generally will say its growing middle class. People in the developing world are getting richer. They are buying more toothpaste and eating more chicken. That’s been the story for some time now, particularly since the commodity super cycle wound down around seven years ago. Read More
News and Research
- Where Davis Advisors Is Finding Opportunity June 9, 2017Chris Davis, portfolio manager of Davis Advisors says he is buying “what people hate.” For the most part, it’s paid off. U.S. banks are a particular favorite. He sees a “triple play” in financials due to rising earnings, multiples, and profits coming back to shareholders through dividends. He singled out Wells Fargo (), Capital One […]
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