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Apriem Advisors Backs U.S. Growth, Bitcoin, and Emerging Markets

10/4/2025

34 3 Full Breakdown

Summary

Story summary

Apriem Advisors, led by Benjamin Lau, is optimistic about U.S. markets, prioritizing megacap growth, emerging markets, and Bitcoin.
Vanguard FTSE Emerging Markets ETF (VWO) has $131 billion in assets and 30% exposure to Chinese stocks, up 22.71% this year.
Invesco American Franchise Fund, managed by Ron Zibelli, has outperformed the S&P 500 and focuses on durable growth with strong management.

History

Historical Context

The 2008 global financial crisis prompted significant changes in investment strategies, with firms like Vanguard shifting focus to emerging markets, particularly China. This transition reflects a broader trend towards megacap growth and durable investments as firms adapt to past market volatility. The crisis marked a pivotal moment, reshaping asset management and influencing investor behavior in the years that followed.

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Story summary

Apriem Advisors, led by Benjamin Lau, is optimistic about U.S. markets, prioritizing megacap growth, emerging markets, and Bitcoin.
Vanguard FTSE Emerging Markets ETF (VWO) has $131 billion in assets and 30% exposure to Chinese stocks, up 22.71% this year.
Invesco American Franchise Fund, managed by Ron Zibelli, has outperformed the S&P 500 and focuses on durable growth with strong management.

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