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We believe emerging markets will be an important source for wealth generation. While we have emerging market equities as 70% of long-term holdings we don’t discount a place for emerging market debt in an investor’s portfolio. Analysis of emerging market debt can be leveraged (pardon the pun) to provide valuable insight for equity investors. PIMCO is Continue reading Emerging Market Debt Every portfolio should contain exposure to international equities to take advantage of growth and currency opportunities. As investors go international, they should look beyond the usual emerging markets. Here, Forbes contributor Alexandra Zendrian advises us on how we should approach the use of emerging market equities within your international equities asset class: “Emerging markets” has become an unfortunate Continue reading Emerging Market Equities – BRICs and Other Considerations
This step on your prosperity trek… Here is Prosperity Concierge’s current asset allocation investment recommendation for your long-term portfolio. Long-Term Investment Allocation (for funds not needed for at least 5 years) 65% Emerging Markets (with a concentration in Brazil) Here is related Continue reading Trek III: Wealth and Prosperity: Asset Accumulation: Long-Term Portfolio Recommendation This from Tim Bond, head of asset allocation at Barclays via Financial Times: Economies recover much faster than most people think. “The average forecast for third-quarter US gross domestic product growth is a weak 0.8 per cent, which would be by far the slowest first quarter of any recovery on record. Since 1945, the average annualised Continue reading Economy in Recovery – Emerging Markets, Debt, Savings and Unemployment Richard Clarida of PIMCO contributed to this post. The big debate in global investing is whether decoupling is occurring. Decoupling refers to the prospect that emerging markets will grow in a fashion that is decoupled from developed markets. True, this is a global economy. However, if growth is distinctly different between Continue reading U.S. Credit Usage and Global Growth Give serious consideration to having emerging market stocks in your portfolio. Consider that emerging markets, at market-exchange rates, are expected to have 35% of world gross domestic product by 2013, according to the International Monetary Fund. To reach 35% of world GDP reflects remarkable growth. In fact, the emerging markets share of global economic Continue reading Emerging Markets in Your Portfolio |
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