A rare interview with Great Investor, Steven Romick of FPA Crescent Fund. Romick describes how he is keeping his five-star rated fund on top by balancing the forces of inflation and deflation and continuing his contrarian, value-oriented strategies.
Related Posts
Above the Noise: Making sense of markets, Treasuries, and tariffs
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Markets and tariffs - Markets may only need incremental progress,…
With or Without Exception?
by Kevin McCreadie, MBA, CFA®, CEO and Chief Investment Officer, AGF Management Ltd. Global financial markets have rebounded…
Global equities: The case for Europe
by Stephen Dover, CFA, Head of Franklin Templeton Institute A funny thing has happened thus far in 2025.…
Diversification vs. the Siren's Song
by Richard Bernstein, Richard Bernstein Advisors 25 years ago I wrote a book called “Navigate the Noise” that…
Market Overview: Equity Divergences, Volatility, and Fixed Income Signals
by SIACharts.com U.S. indices show a notable contrast between recent short-term strength and weaker year-to-date (YTD) performance. The…
Just Say No to Drugs
by William Smead, CIO, Smead Capital Management Dear fellow investors, In the aftermath of the influx of illegal…
India's AI Gambit: The Tech-tonic Shift That Could Reshape Asia's Digital Order
Can the World's Third Most Digitalized Nation Leap from DPI Dominance to AI Leadership? India stands at an…
On My Mind: Schrödinger’s economy
Franklin Templeton Fixed Income CIO Sonal Desai shares her thoughts on the May FOMC meeting and press conference. Dr. Desai sees three layers of uncertainty that are keeping the US Federal Reserve extremely cautious and data-dependent: tariff uncertainty, economic uncertainty and broader policy uncertainty. Find out what this means for investors going forward.
