Tag Archives: investments
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
As China ages, will high savings turn into a consumption boom?
According to the recent white paper Demographics in Emerging Markets: Hope or Hype by Mirae Asset Management, over the next 40 years or so, China will go through a large change in both the average age and spending habits of its … Continue reading
Dave Ramsey’s misleading expectations
Radio host and author Dave Ramsey has developed a big following by delivering basic advice about financial literacy and budget management. He has helped a lot of people take positive steps to get out of debt and invest for their … Continue reading
Strategic vs. tactical investing, our approach
A growing theme in the investment professional literature revolves around the idea of strategic vs. tactical management of portfolios. Strategic assets, or even individual positions, are generally those that are included at the core of the investment mix regardless of … Continue reading
Challenges facing bond investors, reasons to hold them
The following chart from Natixis Investments demonstrates how interest rates impact bond markets, particularly long-term government bonds. Over the past 30 years, generally declining interest rates have fueled bond returns that have easily outpaced inflation (6% real return). But go … Continue reading
Investors overreact to municipal bond fears
This video from Vanguard Investments is a helpful reviewof the current state of the municipal bond market. Three turbulent months based on speculation about future defaults have shaken munis. The risks appear to be overblown.
Investment returns of inflation phases
It has been a couple years since inflation caused much concern in the U.S., but we expect it to be a growing theme as prices are rising not only for oil but for food and industrial production commodities as well. … Continue reading
Even weak economy can produce good investment returns
Emerging market countries have earned a lot of attention from investors because of their 29.05% average annual return from 2003-2010 (MSCI Emerging Markets Index). Going forward, much of the assumption that emerging markets will continue to lead has to do … Continue reading
