Date: Tuesday, March 13, 2012
Topic: Europe, China and U.S. Politics—Why Do We Care?
Speaker: Ronald H. Muhlenkamp, CFA, Founder, President and Portfolio Manager, Muhlenkamp & Company Inc.
The financial markets are being driven by conditions in three global areas. In Europe, several countries face the unresolved problem of having insufficient capacity to pay for welfare-state benefits. In China, economic growth continues to slow. Finally, in the U.S., the economy is slowly recovering. In this presentation, Ron Muhlenkamp will explore these three financial themes in detail and discuss their implications for investors.