Understanding Volatility to Manage Expectations
During the 40th Annual New Orleans Investment Conference, Shelly Kraft of Stock News Now talks with Frank Holmes to get his thoughts on gold, resources and emerging markets. Frank discusses the topic of his presentation during the conference, which is the importance of being an optimistic investor in a pessimistic world, and adds that it’s crucial for investors to manage their expectations in current market conditions.
Frank goes on to discuss his view on natural resources looking forward, along with his thoughts on Alibaba, the situation in Europe and even touches on U.S. Global’s "no drama" fund.
You can read highlights from the interview on the Stock News Now website, or check out the full recap below.
For a detailed analysis from Frank Holmes on managing expectations in the market, you can download the whitepaper here.
Please consider carefully a fund’s investment objectives, risks, charges and expenses. For this and other important information, obtain a fund prospectus by visiting www.usfunds.com or by calling 1-800-US-FUNDS (1-800-873-8637). Read it carefully before investing. Distributed by U.S. Global Brokerage, Inc.
Bond funds are subject to interest-rate risk; their value declines as interest rates rise. Tax-exempt income is federal income tax free. A portion of this income may be subject to state and local income taxes, and if applicable, may subject certain investors to the Alternative Minimum Tax as well. The Near-Term Tax Free Fund may invest up to 20% of its assets in securities that pay taxable interest. Income or fund distributions attributable to capital gains are usually subject to both state and federal income taxes. The Near-Term Tax Free Fund may be exposed to risks related to a concentration of investments in a particular state or geographic area. These investments present risks resulting from changes in economic conditions of the region or issuer. Though the Near-Term Tax Free Fund seeks minimal fluctuations in share price, it is subject to the risk that a decline in the credit quality of a portfolio holding could cause a fund’s share price to decline.
Fund portfolios are actively managed, and holdings may change daily. Holdings are reported as of the most recent quarter-end. Holdings in the Near-Term Tax Free Fund as a percentage of net assets as of 09/30/2014: Alibaba 0.00%, eBay 0.00%.
Past performance does not guarantee future results. All opinions expressed and data provided are subject to change without notice. Some of these opinions may not be appropriate to every investor. This news release may include certain “forward-looking statements” including statements relating to revenues, expenses, and expectations regarding market conditions. These statements involve certain risks and uncertainties. There can be no assurance that such statements will prove accurate and actual results and future events could differ materially from those anticipated in such statements.
There is no guarantee that the issuers of any securities will declare dividends in the future or that, if declared, will remain at current levels or increase over time.
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