Understanding context is critical to avoiding mistakes, especially when it comes to “money matters.” Margo Ranger, a Senior Portfolio Manager at PW Global, will describe the investment climate that forms the determinative backdrop for financial markets, risk analysis, and decision-making: economic, geopolitical, and monetary factors that create or discourage the growth of business, the consequent attractiveness of stocks vs. bonds vs. hard assets, the appeal of investing in foreign entities, currency fluctuation, inflation, and deflation, the impact of debt accumulation, and the outlook for our investment climate as we go forward under a new Administration in 2013.
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