As investor worries continue over unresolved trade issues between the U.S. and China, Tom Plumb thinks investors should avoid emerging markets and China for a while and use market weakness as a buying opportunity.
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As investor worries continue over unresolved trade issues between the U.S. and China, Tom Plumb thinks investors should avoid emerging markets and China for a while and use market weakness as a buying opportunity.
Tom Plumb thinks that stocks benefitting from societal trends are worth considering. With the transition from cash to digital transactions, he believes processors such as Visa and Mastercard are good investments.
Tom Plumb doesn’t feel that the Turkey crisis will affect world economics. He remains bullish on U.S. stocks and suggests avoiding debt-ridden emerging markets.
Tom Plumb discusses the recovery of the Turkish lira and shares his outlook for the markets.
We believe stocks are the best leading indicator for the economy, not the other way around. Valuations don’t cause or predict market corrections.
Tom Plumb comments on Qualcomm CEO following recently thwarted deal. Plumb says he thinks Mollenkopf is in the ‘show me’ phase of his tenure.
“The nice thing about a balance fund is by its constraints it prevents people from getting too excited or too negative. It works to what your particular tolerances are.” Tom Plumb says of balanced fund in this article that spotlights the Plumb Balanced Fund.
Tom Plumb gravitates toward companies that are swimming with the tide of major secular trends. Today, he sees opportunity in stocks from a number of categories, from financial technology to online travel—and he’s not afraid to own debt from companies.
Despite talks of trade disputes, Tom Plumb thinks there are some great opportunites in this investment environment, especially in technology and healthcare.
Tom Plumb sees a strong dollar and the advent of new technologies fostering greater productivity for companies and individuals in this radio interview with Bloomberg’s DayBreak Asia.
Mutual fund investing involves risk. Principal loss is possible.
The Funds may invest in smaller companies, which involve additional risks such as limited liquidity and greater volatility. The Funds may invest in foreign securities which involve greater volatility and political, economic and currency risks and differences in accounting methods. Growth stocks typically are more volatile than value stocks; however, value stocks have a lower expected growth rate in earnings and sales. Temporary Defensive Positions: Under adverse market conditions the Fund could invest a substantial portion of its assets in US Treasury securities and money market securities which could reduce the benefit from any upswing in the markets.
The Plumb Balanced Fund will invest in debt securities, which typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities. Investment by the Fund in lower-rated and non-rated securities presents a greater risk of loss to principal and interest than higher-rated securities. Investments in Asset Backed and Mortgage Backed Securities include additional risks that investors should be aware of such as credit risk, prepayment risk, possible illiquidity and default, as well as increased susceptibility to adverse economic developments. The Fund may engage in short-term trading, which could produce higher transaction costs and taxable distributions and lower the fund’s after-tax performance.
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