The emerging market asset class is testing investor resolve. With few exceptions, stocks and bonds of developing countries have provided negative total returns so far in 2018. The outlook for future returns, though, is better now that valuations have adjusted lower. It’s time to take a serious look at investing in emerging market equities. But …
(FORBES) 3 Jedi Mind Tricks To Guide You Through The Next Bear Market
If you knew with 100% certainty that an economic recession was coming, would you alter your long-term asset allocation? If your answer is yes, then proceed to the next question. If you knew that trying to time the market correctly is virtually impossible, would you try to do it anyway? If so, you need to …
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(FORBES) When Will The High Yield Credit Bubble Burst?
Credit markets around the globe are beginning to show signs of stress. The one outlier is the US High Yield bond market. Can the performance be sustained? Click here to read the entire post on Forbes
(FORBES) The Bond Market Needs A Margin Of Safety, Too
Warren Buffett popularized Ben Graham’s notion of “Margin of Safety” when evaluating the quality of an investment. The idea is that the future is unpredictable and we have to allow for the chance that our projections may be wrong, so we need a cushion in our analysis to protect us when things don’t go according to plan. …
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(FORBES) Is the Global Growth Story in Jeopardy?
What happened to the synchronized global upswing? In just a few short (but memorable) months, it finally seemed possible that we could put an end to proclamations of the “new normal” and “secular stagnation“. 2018 was supposed to be the year of accelerating growth, but so far, in Chinese calendar terms, it looks more like …
(FORBES) Highs & Lows: 5 Markets Hitting Extreme Levels
Global markets were volatile again last week. Here are some of the major movers and indicators that investors should be watching. Click here to read the entire post on Forbes
(FORBES) The Death of Bond Market Volatility
When I say “Jump”, you say “How high?” That describes the relationship between the bond market and the stock market over the last ten years. Whenever there was a bout of equity volatility, which usually was associated with a sharp drawdown, investors could count on their safe-haven US Treasuries to offset some of the loss. …
(FORBES) 3 Things You Should Never To Ask Your Financial Advisor
Financial advisors want to help you navigate the investment minefield, but please don’t ask them these questions. Click here to read the entire article on Forbes
(FORBES) Does The Spike In LIBOR Signal The Next Financial Crisis?
There are serious signs of stress in the US money markets. Commercial paper and LIBOR spreads have soared over the last couple of months to the highest levels since the 2008 financial crisis. The difference between LIBOR and OIS, a popular gauge of distress in the banking sector, has widened to 0.57% today from 0.10% just …
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(FORBES) A Risk-Free Way To Improve Your Portfolio Return
If you are like most investors, you probably have some extra cash sitting in your brokerage account. The cash may come from interest or dividends and may be considered temporary, it may be a result of a short-term asset allocation decisions, or it could be a strategic allocation to get exposure to fluctuating money market …
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