Credit Cycles and Investment Opportunities
from Boston Security Analysts Society
This event has passed.
Tuesday, September 9, 2008, 12:15pm - 2:00pm
The long-term credit cycle in the U.S. appears to be peaking as it begins to emerge in other economies, for example in several Asian nations and in Brazil. Mr. Clough will discuss the direction of credit correlated to profits, and where relative profit growth and investment opportunity will likely emerge.
Mr. Clough is responsible for the overall portfolio strategy and risk management at Clough Capital Partners. Prior to founding Clough Capital Partners, he served as the Chief Global Investment Strategist at Merrill Lynch. Mr. Clough has been a member of the BSAS Board since 2004.
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