The next great bull market: how to pick winning stocks and sectors in the new global economy

A fast-changing world is turning investment truisms upside down. Resource depletion, environmentalism, geopolitical uncertainty, and a growing global middle are creating pockets of investment opportunity within a largely bearish investment environment. Traditional diversification across asset classes is producing anemic returns. In Hot Markets, Matthew McCall advocates an approach he calls, Conversification, meaning concentrating your investments in specific areas that are poised to benefit from global change. The areas of change are: water, infrastructure, the green movement, commodities, peak oil, aging baby boomers, growing global middle class, frontier markets, geopolitical upheavals, andthe explosion of exchange-traded funds. McCall points out that savvy investors made a great deal of money in major trends in the past 20 years, such as theInternet boom of the 1990s; the rise of China and Brazil; and the jump in oilprices from $20 to $140 a barrel. With todays world characterized by rapid change on many different levels, the Global Change approach holds even greater promise in the years ahead. McCall provides strategies for both conservative investors interested in long-term growth and for aggressive investors interestedin generating fast profits. McCall will describe the dynamics driving each major change and will provide specific strategies involving stocks, ETFs, and options. He shows how to construct a portfolio and how to profit from short-termswings in these volatile and fast-moving sectors of the world economy. This book is a blueprint for profiting in todays fast-changing world.

• ISBN: 978-0-470-44089-6
• Editorial: John Wiley & Sons
• Encuadernacion: Cartoné
• Páginas: 304
• Fecha Publicación: 20/11/2009
• Nº Volúmenes: 1
• Idioma: Inglés