By: Steven M. Roge, CMFC Four years after breaking out, the crisis continues to weigh heavily on the fundamentals of Europe. However, the region is still heterogeneous in terms of risks and growth perspectives. Among its members it includes countries that have reabsorbed their external imbalances (the Baltics), countries that have accumulated them during the...Read More

By: Steven M. Roge, CMFC Our cursory review of the Federal Reserve’s actions this week has us feeling like Operation Twist would be more appropriately named Operation Purple Nurple. As a kid in the school yard I experienced my fair share of purple nurples and for those who didn’t have the pleasure and aren’t quite...Read More

By: Steven M. Roge, CMFC Technology Investing Over a decade ago, investing in technology stocks remained a status symbol among Wall Street investors. However, in the recent years the prolonged underperformance of these stocks has created a menace for the portfolio investors and has urged them to look down upon the technology sector. These technology...Read More

Emerging markets are being called upon to do the global economy’s heavy lifting, causing some investors to rush into the asset class while causing others to fear that a bubble is forming. “Asset flows into (exchange traded funds) , which I consider fast money, were going into emerging-markets ETFs,’’ says Steven Rogé, portfolio manager of...Read More