To make sense of today’s market conundrum, remember that things could have been worse than they are, and that investors are more defensive than they appear.
News from the consumer sector reveals intriguing trends, as well as the importance of credit and security selection in today’s complex market environment.
Screening for quality in international small caps is important, but what sort of “quality” should we look for, and can we find it without narrowing down our choice too much?