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Please note: The Frank Talk articles listed below contain historical material. The data provided was current at the time of publication. For current information regarding any of the funds mentioned in these presentations, please visit the appropriate fund performance page.

What’s New in Global Markets

June 18, 2009

Many years ago, when I first traveled to China, the presence of construction cranes as far as the eye could see really solidified in my mind that something special and enduring was going on there.

With the power of first-hand experience in mind, we’ve set up a webcast double feature for investors.

Next Thursday, I will share what I’ve learned on recent trips to Europe and Asia. What signs of recovery are out there? Have the actions of global governments been enough to pump life back into these economies?

And on Friday, my good friend Andy Rothman, CLSA’s China macro strategist, will fill you in on what’s happening on the ground in China.

Has the Beijing government’s infrastructure-focused stimulus been effective as reported? Will more stimulus be needed for growth to continue in the second half of 2009?

Andy is one of the most knowledgeable sources on China. He spent 17 years following China’s economic policy while working in the U.S. foreign service. He’s been CLSA’s China macro strategist since 2000.

I urge you to take advantage of this opportunity to expand your global perspective. Registration for both webcasts is below.

 Recovery Webcast 061809

China Webcast 061809

Register Now

Thursday, June 25, 2009
11:00 AM ET (10:00 AM CT)

Register Now

Friday, June 26, 2009
10:00 AM ET (9:00 AM CT)

I also wanted to share with you a slideshow of ongoing construction projects in China that I found on It’s really interesting to see how the unique Chinese culture mixes with the rapid changes that are taking place.

Watch the Slideshow


Net Asset Value
as of 06/05/2020

Global Resources Fund PSPFX $4.10 0.04 Gold and Precious Metals Fund USERX $10.08 -0.12 World Precious Minerals Fund UNWPX $3.48 -0.03 China Region Fund USCOX $8.85 0.13 Emerging Europe Fund EUROX $5.97 0.12 All American Equity Fund GBTFX $22.58 0.31 Holmes Macro Trends Fund MEGAX $15.63 0.18 Near-Term Tax Free Fund NEARX $2.24 No Change U.S. Government Securities Ultra-Short Bond Fund UGSDX $2.00 No Change