Debt Ceiling Talks Progressing
On January 19th, Treasury Secretary Janet Yellen announced that the U.S. had hit its maximum debt limit of $31.38 Trillion. What does this mean?
Read MoreLong Term Investment: Superior to Sell in May…
Introduction As we head into the May trading period, our thoughts go to the adage “Sell in May, Go Away.” Looking at S&P 500 returns during the month of May since 1994, stocks have gained 73% of the time with an average return of 0.76% for the one-month return. The average annual S&P return over […]
Read MoreThe Banking Sector – Crisis Averted
Introduction In March 2023, the risk of a wide spread bank contagion shook markets. Hemispheres Investment Management, through it’s global equities and other strategies, capitalized on this turmoil was able to opportunistically invest during this period. Silicon Valley Bank Silicon Valley Bank’s (SVB) failure in March brought focus to the financial sector’s stability, triggering a […]
Read MoreThe Benefit of Value Investing
Introduction Hemispheres Investment Management is a value manager whose leading product is the Global Equities strategy. The purpose of this article today is to discuss the differences between value and growth investment styles. It is also to demonstrate the historical relationship between the two strategies. Historical relationship between Value Investing and Growth Investing 1 http://mba.tuck.dartmouth.edu/pages/faculty/ken.french/index.html […]
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