Gehringer

About Jonathan Baird

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So far Jonathan Baird has created 2 blog entries.

This Past Week a Reminder of the Importance of Paying Attention to Geopolitics…..

The past week has provided yet further proof as to why investors should consider geopolitical factors in their investment strategy. That utter shambles that is the British Brexit negotiation claimed its ultimate casualty last week with the resignation of Prime Minister May, effective June 7th. I won’t dwell on her inept handling of the negotiations, [...]

By |2019-05-28T17:04:25-04:00May 28th, 2019|BREXIT|

The Value of Paying Attention to Currencies

This week I’d like to address the important effect currencies have on investment returns. As we have often stated, successful investing today requires adopting a global view (hence the “Global” in Global Investment letter). As a result, along with diversification, which provides greater opportunities and reduces risk, successful investing today requires the careful monitoring of [...]

By |2019-05-28T17:09:20-04:00May 21st, 2019|Currency|