Tag Archives: emerging markets
Should you invest more in China’s growth story?
Recently, Burton Malkiel, Professor of Economics at Princeton and the author “A Random Walk Down Wall Street,” hosted a conference call to review the economic prospects of China. Malkiel provided some very interesting analysis of the Chinese economy—including both positive … Continue reading
Stocks undervalued but “the best house in a bad neighborhood”
We had an opportunity June 28 to listen to Dennis Stattman, senior portfolio manager of the Blackrock Global Allocation Fund, discuss global investment conditions. His quarterly market assessment is interesting because he and his team of analysts manage a go-anywhere … Continue reading
An insider’s view of international bonds
We are strong proponents of international diversification of both stock and bond holdings. Much of our clients’ money in international bonds is invested by Michael Hasenstab, the portfolio manager of the Templeton Global Bond and Templeton International Bond mutual funds. … Continue reading
Our view of the investment world as we close the book on a volatile decade
(This is a lightly modified version of a letter sent to clients of Brooks, Hughes & Jones December 18.) As we move into 2010 on the shoulders of a giant stock market rally, a phrase from the final episode of … Continue reading
Emerging markets; Overheated or room to run?
With some emerging markets funds posting better than 100% gains year-to-date, it’s easy to think that this typically volatile market segment has gone too far too fast and is due for a significant correction. While a pullback wouldn’t be surprising, Milton … Continue reading →