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Canadian Value
Canadian Value
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John Rogers (Ariel Investments) and John Calamos (Calamos Investments) 'Read the Tea Leaves'

July 10, 2013 | About:

The Milken Institute has just released a roundtable conversation of investors from its 2013 conference. Participating in the roundtable are John Rogers and John Calamos Sr. (as well as others).

The panel address the following and other questions:

- What has changed in the world's two top economies after the U.S. election and the transfer of power in China?

- With uncertainty reduced and optimism rising, will P/E ratios continue to climb? Or are dividends, which have staged a lively rebound since the financial meltdown, the core of a smart strategy?

- The market may be ready to embrace a new group of bellwethers -- names, please. Has the love of Treasuries run its course?

- Will risk-takers in Europe be rewarded or regretful?

- Will hedge funds have a good year?

- Which asset classes, and regions of the world, will stand out in the next 12 months?

About the author:

Canadian Value
http://valueinvestorcanada.blogspot.com/

Rating: 5.0/5 (1 vote)

Comments

superguru
Superguru - 3 years ago
Can some who has watched the whole video post the summary - Key take aways of this video?

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