When it comes to making an investment, there are several factors that will influence whether the outcome is successful. One of those factors, which is built directly into our investment process at Matco, is value.
The current U.S. election was one for the ages, with record voter turnout and an extended vote count period due to the increased number of mail-in ballots. Although it appears that Joe Biden will become the 46th President of the United States come January of 2021, some uncertainty remains.
There has always been a lot of debate as to whether ballooning government deficits will lead to significant levels of inflation. This debate also leaves investors wondering if they should be protecting their portfolio from the possibility of inflation.
Within our Matco investment process, there are two primary layers of investment management. The first layer is security or stock selection, which is similar to choosing the ingredients for a recipe.
The world of bonds, the boring capital market security that has failed over the years to provide the same dramatic appeal and excitement as the stock market.
In this edition of Matco Insights, we take a closer look at the upcoming Saudi Aramco IPO while exploring some worthwhile market implications and considerations. More specifically, how could this potentially historic milestone within the energy sector impact the markets and your portfolio.