“The healthy economy is one that makes its own decisions,” says Rob Arnott of Research Affiliates concerning possible fallout from Britain’s vote to stay or leave the European Union. In…
Tag: emerging markets
Time to Bottom Feed Across the Pond
The U.S. stock market is expensive and bond yields aren’t far from record lows. European and emerging market stocks, on the other hand, have approached stomach-turning status, says Jason Zweig…
Four Conditions Reminiscent of 1999
Rob Arnott, founder and chairman of Research Affiliates, says that the recent market environment is reminiscent of 1999, just before the tech bubble burst. Writing in Barron’s, Arnott argues that…
Diversification & Rock Bottom Valuations In the Third Pillar
Rob Arnott and Christopher Brightman of Research Affiliates recently discussed the allocation and performance of PIMCO All Asset Fund, which goes outside mainstream investments into what they describe as the…
Mobius: Russian Stocks Offer Major Upside
Mark Mobius, executive chairman of Templeton Emerging Markets Group, says that the Russian stock market provides investors with a tremendous value right now. Russian stocks are down 36 percent since…
Larry Swedroe on Emerging Markets, Recency Bias, and When to Buy
Director of Research for the independent investment advisor community BAM Alliance, Larry Swedroe, offers his take on the current underperformance of emerging markets versus U.S. stocks, the importance of recognizing…
Emerging Markets: Lessons From History
Jason Zweig of the Wall Street Journal draws parallels between the 19th century emerging U.S. market and today’s emerging markets, especially China. “Emerging markets aren’t lucrative investments just because they…
Taking "Short-term Lumps" for Long-Term Value in Emerging Markets
The manager of the Oakmark International Fund, David Herro, believes it is a good time to invest in emerging markets. The fund had roughly one-quarter of its portfolio in emerging…
Taking "Short-term Lumps" for Long-Term Value in Emerging Markets
The manager of the Oakmark International Fund, David Herro, believes it is a good time to invest in emerging markets. The fund had roughly one-quarter of its portfolio in emerging…
Marcoeconomic Indicators Suggest Caution in Emerging Markets
Emerging markets (EM) are undergoing long-term shifts that are not favorable to EM equities, according to managers of EM funds. “Things have changed,” says the executive chairman of Franklin Templeton’s…