Emerging Markets

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Emerging Markets Have Value and Potential

April 25, 2019

This is a good time to make your portfolio more diversified globally. The United States has led the global economy and markets since about 2013 and especially since 2016. The global economy slowed and many markets around the world tumbled while U.S. markets marched higher. But in late 2018, the U.S. economy slowed noticeably in […]

Why All Investors Should Pay Attention to Emerging Markets

September 20, 2018

U.S. investors should pay attention to what’s happening in emerging markets, even if they’re not invested in those markets. Emerging markets had strong recoveries after a bear market ended in early 2016. Latin American markets were among the strongest, with equity returns outpacing U.S. stocks for most of 2016 and 2017. But the situation began […]

Beware Investing in The Emerging Markets

September 10, 2018

This article makes the worst case scenario for investing in emerging markets now. While some argue that the worst is behind us and there are some attractive values, this article says there is likely to be more trouble to come. It makes the case many have made about the potential for hard landing in China. […]

What’s Happening In Emerging Markets Investing?

June 8, 2018

Ken Rogoff, an expert in global financial crises, takes a look at what’s happening in emerging markets and asks if they are a warning signal for the global economy. There are currency crises in Turkey and Argentina. EM currencies are declining in value, and many EM stock markets are down even as the U.S. markets […]

Investing In Brazil – Emerging Market Country Update

June 4, 2018

Latin American stocks are down sharply in the last month or so, and problems in Brazil have been the leading cause. A range of political and economic problems exploded in a short time. This article takes a deep look the situation in Brazil and concludes that it is leaderless. It appears that the military might […]

Investing Half Your Assets in Emerging Markets

February 23, 2018

Jeremy Grantham, a founder of GMO, says that he’s so optimistic about the returns of emerging markets in coming years that he’s telling his kids to put more than half their retirement assets in emerging market stocks. Grantham’s made it clear over the last year or so that the best opportunities in global markets are […]

Jeremy Grantham on Investing in Emerging Markets

January 30, 2018

The head of investment firm GMO recently said U.S. stocks could continue to rise for a while, but he’s more interested in emerging market stocks because of their lower valuations. He elaborates on his emerging market views in a recent interview. Longer-term, Grantham is fairly pessimistic. He expects low returns from U.S. stocks over the […]

A Case for Investing in Emerging Markets

December 19, 2017

Jeremy Grantham of GMO isn’t optimistic about U.S. stocks and bonds for at least 10 years. He’s anticipating a 1% to 3% return from a traditional diversified portfolio. Here he makes the case for increasing your allocation to emerging market stocks. He also is recommending that his clients (institutional investors) make big bets in favor […]

November 2020:

Congress Comes for your Retirement Money

A devastating new law has just been enacted, with serious consequences for anyone holding an IRA, pension, or 401(k). Fortunately, there are still steps you can take to sidestep Congress, starting with this ONE SIMPLE MOVE.

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