In an interview with CNBC’s Market Alert, David Herro of Harris Associates reminded viewers that there’s always a lag effect to monetary policy. Though the Fed was “behind the ball,…
Tag: International Stocks
Stock Market Bargains To Be Found Overseas
Investors would do well to remember that the current nerve-rattling market has likely not priced in any surprises that might be on the horizon, writes Jason Zweig in an article…
What’s Fueling the UK Value Renaissance
For several years, the growth investment strategy reigned supreme in UK equities, as well as further abroad. But after the value rebound towards the end of 2020, UK value fund…
Investors Should Add Value & International Stocks in 2022
Strong demand will take time to stabilize this year, as the gains in economic growth from reopening slow down, according to Vanguard’s economic outlook, from an article in Financial Advisor.…
Find Cheaper Alternatives To Expensive Stocks
As U.S. investors take more risks to increase their returns, junk bonds, real estate, and U.S. large-cap growth stocks have become inundated with investors, writes Nir Kaissar in a Bloomberg…
Where’s the Beef? Where’s the Value?
By Justin J. Carbonneau (@jjcarbonneau) — “Where’s the beef”, the popular quip from the 1984 Wendy’s commercial showed three women looking at a big, fluffy bun with expectations of an…
Is Now the Time to Invest in Non-U.S. Stocks?
A recent article in The Wall Street Journal ponders whether it now makes sense for investors to look to stocks in foreign developed and emerging markets—after their long stretch of…
International Equities and Diversification
The evolution of the global economy has changed the relationship between U.S. and international stocks such that equity investments in many developed companies provide little diversification benefit. This according to…
When Your Experience Fails You
By Jack Forehand (@practicalquant) — Because it’s easier, we’re inclined to use our recent experience as the baseline for what will happen in the future. In many situations, this bias works…
Overseas Investors Buying U.S. Stocks Again
After four straight years of pulling money out, foreign investors have invested $66.4 billion into the U.S. stock market through September, the “biggest buying spree since 2012,” according to a…