Economic Views and Investment Ideas from our Global South-based Most Admired Advisors (MAA) - Sep 2024 Edition
September 2024 Edition - Views and Ideas from from the ten MAAs we think are the best - today our Global South-based MAAs, tomorrow our Western World-based MAAs
What’s beating at the surface and down below the undercurrent of our global economy, and what does that mean for the financial world and society at large as of September 2024? Our renowned Most Admired Advisors (MAAs) weigh in, and so do we.
Welcome back to CedarOwl’s ‘Most Admired Advisors’ (MAA) - a monthly report featuring a global top-10 roster of financial advisors, fund and asset managers. We have short-listed who we think offer the best economics and financial markets analysis and investment ideas. We source and cite a distillation of their current, relevant sentiments on trends in the economy and financial markets as a reliable source of insights for our readers. We provide a consensus of the 10 MAAs at the end - synthesizing their best investment ideas and we provide our commentary on that.
Our MAA roster is reassessed monthly and stacked against our values and analysis models so you can enjoy an ever-fresh perspective on our category’s thought leadership.
For each economist or manager, look forward to fulsome summary points and our observations on their views and perspective on the economy, the financial markets, as well as their investment ideas.
All taken from publicly linked sources across the open web, including our business partner at FRA Roundtable Insight Podcast.
Here is September 2024’s CedarOwl MAA Roster:
Peter Boockvar
Michael Every
Dr. Marc Faber
Louis-Vincent Gave
Yra Harris
Larry McDonald
Russell Napier
Zoltan Pozsar
Rick Rule
Chris Wood
The full MAA Report is included as part of our all-in-one paid subscription - which includes the below:
Key Trends and Opportunities
[MAAs] Most Admired Advisors
Cedar Income Portfolio - A “gold mine” of income-focused, high-dividend paying companies from around the world, including fundamental and technical analysis on the equities of these companies.
CedarOwl Focus Article - Highlighting relevant businesses, innovations & events that propel sustainability and society forward with a Market Environmentalism lens.
Special Offer
(valid up to Nov 15, 2024 when this service will become a Premium Service)
Special Offer - If you become a paid subscriber today (or are currently a paid subscriber), you will get our complete full portfolio holdings list, which includes the below categories:
Complete Cedar Portfolio Index listing for all global equities
U.S.-listed Dividend Paying Equities
Non-U.S.-listed Dividend Paying Equities
Hard Assets-based public exchange traded holdings
Value Equities and ESG Equities
China-focused Equities
Let’s delve in this month’s report …