Why We LIKE Emerging Markets
Jim Gore, CIO of THOR Investment Management, discusses why THOR sees value in emerging markets.
Before the recent sell-off, the S&P 500 was more overvalued than the beginning of 2000 (when looking at price-to-sales ratio). This market sell-off is also different than that of 2000. Here we have seen all parts of the market sell-off initially. In 2000 this was not the case. There were…Read More
The U.S. government has a long standing history of including incentives in the income tax code to encourage home ownership. This is because of the positive impact home buying has on the economy - consumer spending makes up over two-thirds of the U.S. economy. Purchases of homes, especially new construction,…Read More
Corporations have had the wind at their backs with low interest rates. This lead to record levels of corporate debt issuance, which has surpassed 45% of GDP. There are now over $4trillion in corp. bonds due over the next 5 years. Companies will be forced to refinance at high rates…Read More