Barron’s Dissects ETFs and Emerging Markets
Barron's had some interesting stuff on both emerging markets and ETFs.There was a point counter point about emerging markets with Jim O'Neill from Goldman Sachs as the bull and Richard Bernstein as the bear. First a tip of the hat to O'Neill for making...
More Signs that the Word "Emerging" Means Nothing
Heidi Moore had a post at Marketplace the other day about mutual fund managers moving more into emerging markets, even going to the extent of removing previous (artificial) limits on how much they could invest in emerging.Off the top there are two diff...
More Signs that the Word "Emerging" Means Nothing
Heidi Moore had a post at Marketplace the other day about mutual fund managers moving more into emerging markets, even going to the extent of removing previous (artificial) limits on how much they could invest in emerging.Off the top there are two diff...
More Signs that the Word "Emerging" Means Nothing
Heidi Moore had a post at Marketplace the other day about mutual fund managers moving more into emerging markets, even going to the extent of removing previous (artificial) limits on how much they could invest in emerging.Off the top there are two diff...
The Rest of the EM Sector Funds Are Here
Emerging Global Shares, after a long time gap, filled out its suite of emerging market sector ETFs. There is some rebranding of the line and symbol changes for most of the existing funds that you can go to the website to learn more about if you are int...
Interesting Comment Thread
The Seeking Alpha version of my post over the weekend about the US' standing as an investment destination drew a couple of (for lack of a better phrase) anti-emerging-market-investing comments which was surprising and interesting given that I never sai...
Friday Tidbits
First up is that discount brokerage Charles Schwab, where we custody client assets, is making meaningful progress with regard to accessing foreign stocks. Very soon, possibly this month, Schwab will make foreign ordinary shares available through the we...
New Emerging Market Bond ETF
You may have heard about the recently launched Market Vectors Emerging Market Bond ETF (EMLC). I wrote an article about it for theStreet that you can read here. Generally speaking it is the first such ETF to own bonds denominated in local currency as o...
Investing In Africa
The Barron's cover story was about investing in Africa. The article covered some stats, some risks, some of the story on the ground and a surprisingly incomplete list of investment choices. Africa has been the next big thing for a long time and may con...
Emerging Markets Dialogue
One recurring theme here over the years has been the increasing importance of emerging market investing and the extent to which access has evolved, mostly with ETFs. This weekend's interview in Barron's was more like a roundtable on emerging market inv...
Holiday Randoms
This interview from Forbes tries to make the case for 50% in emerging markets. One word from me; no.PowerShares is due to launch domestic small cap sector funds next week. There will be nine funds (in the mold of the SPDR Select Sector ETFs). I hope th...
More Disagreement With Zweig
One more nugget from Jason Zweig that I think misses the mark on portfolio construction. On page two of the Advisor Perspectives interview he talks about emerging market economies likely to grow more than the US but that has not necessarily lead to eme...
