The tepid recovery from 2008's GFC has surprised almost everyone. Investing in this low growth world requires a very selective stock picking approach, and suggests focusing on value and quality.

Hugh Giddy, Investors Mutual | 0.50 CE

Most economists continue to view the economic future as more rosy (if their forecasts of economic acceleration are any guide) while the Fed is implicitly saying the same by raising rates and forecasting further rate rises. But there are three main reasons caution.

Hugh Giddy, Investors Mutual