May 21, 2024

Zombie Companies, Emerging Markets, and the ONE Question to Ask a Financial Advisor Before Investing With Them

In this episode, we start by unpacking the concept of “Zombie Companies.” These are businesses that are barely hanging on, managing to pay off the interest on their debts but not the debts themselves. We explore why these companies emerge and the problems they pose for the economy, such as blocking funds that could be more effectively used elsewhere.

Then, we turn our attention to emerging markets. Instead of just focusing on when to invest, we address the common fears and excitement associated with investing in markets that are both new and rapidly changing. Our experts discuss how to find the right balance between caution and eagerness, providing guidance on navigating these dynamic investment landscapes without getting carried away by the hype or deterred by the risks.

We conclude the episode with a crucial piece of advice for anyone working with a financial advisor. There’s one critical question you should ask, and if they can’t answer it, consider it a major red flag. We keep the question under wraps here—you’ll need to tune in to find out—but it’s a crucial one for ensuring that your advisor’s strategy aligns with your financial objectives.

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The views and opinions expressed in this episode are those of the individual speakers as of the recording date and are subject to change without notice based on market, economic, and other conditions. They are provided for general informational and educational purposes only, may differ from the views of Strategic or others, and should not be relied upon as a prediction or guarantee of any future event or outcome.

This content is for general informational and educational purposes only. It is not, and should not be construed as, investment, legal, tax, or accounting advice, nor an offer or solicitation to buy or sell any security or to adopt any investment strategy. Any securities, companies, managers, or strategies mentioned are discussed solely for illustration and do not constitute a recommendation to buy, sell, or hold any security or to engage any manager. Investing involves risk, including the possible loss of principal. No statement herein is tailored to any individual’s circumstances; before making any investment decision you should consult a qualified financial professional regarding your own situation.

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