Dear Valued Clients and Friends,
We have spent way too much time talking about the trade war, tariffs, the Fed, and Trump this year, and not nearly enough time talking about sustainable growth in the emerging markets. Our Investment Committee thoroughly unpacks what we believe to be one of the more intriguing parts of our investing worldview at The Bahnsen Group in this extensive and thought-provoking discussion. This is a podcast you won’t want to miss.
Dividend Cafe – Investment Committee Podcast
Dividend Cafe – Investment Committee Video
David L. Bahnsen
Chief Investment Officer, Managing Partner
The Bahnsen Group
This week’s Dividend Café features research from S&P, Baird, Barclays, Goldman Sachs, and the IRN research platform of FactSet