Global Markets

Found 30 Articles.
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Spotting Changes in the Global Economy

April 12, 2018

One of the first places to spot changes in the global economy is in the economic surprises index. The best-known economic surprises index is prepared by Citigroup. The index doesn’t track whether economic data is positive or negative, improving or declining. Instead, it tracks whether the data is better or worse than the expectations of […]

Trade Talk, Actions Roil The Markets

March 22, 2018

President Trump directed a lot of his attention so far in 2018 at trade policies, and the markets noticed. Trade policies were always a key part of the president’s campaign talking points and agenda, but they were in the background through the first year of the administration. A few modest moves on trade were taken, […]

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 […]

International Markets Still Set the Pace

October 26, 2017

U.S. stocks beat most international markets recently, but non-U.S. stocks are likely to resume the outperformance they delivered for most of the last 18 months. U.S. stock indexes have been setting record highs all year and are on pace to establish a record for most new highs recorded in a calendar year. The S&P 500 […]

The World Bank and China

October 16, 2017

China is a fairly wealthy and rapidly-growing country. Yet, it borrows from the World Bank. This article is an evenhanded discussion of the situation, pointing out arguments for and against allowing China to borrow from the World Bank. It concludes that the relationship eventually will end but there’s no reason to rush it. Yet China […]

The Dollar Bounces Back

October 12, 2017

The reversal in the U.S. dollar is the big news in the markets. The dollar soared after the election but began a steady decline in January that didn’t stop until recently. At one point, the dollar was down almost 10% for the year against a basket of major currencies. That was its longest and steepest […]

December 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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