Creative Investor

Positioning for Profits in Intense Market Uncertainty

Great analysis. What I would add to this though, is that even with Global Titans one needs to be careful. Company's overreliance on any one market or region can defeat the purpose of investing into a diversified business. What I see as the best bet if "Global Titan" is what you're looking for, is to look at conglomirates with proportionally strong operations spanning Europe, Asia, Russia, Brazil and of course the U.S. If the company is significantly overweight in anyone of those markets, it presents an undue risk.