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How Much to Invest Abroad?

On 06/17/2013, in Asset Allocation, Equities, by Jordan Wilson

Individual investors may reap diversification benefits by investing internationally.

The level of benefit is based on many factors – cross-country correlations, major industries, domestic companies that operate globally, etc. Over time, global diversification benefits have fallen. However, investing outside your home country is still worthwhile.

The question then, how much should you invest abroad? 

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Emerging Market Diversification

On 05/28/2013, in Equities, by Jordan Wilson

What do you think of when your hear the term, “emerging markets”?

What type of companies and industries exist in emerging equity markets?

I have no idea what you may think. But in case you do not know … 

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Brazil, An Emerging Market

On 12/31/2011, in Economics, Investment Concepts, by Jordan Wilson

Or an emerged market?

In our initial look at emerging markets, we saw that Brazil is included.

And if we look at its overall market characteristics, Brazil probably should be classified as an emerging economy. But in other aspects, perhaps not.

Consider today’s slightly funny example. 

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Emerging market investments can add value to one’s portfolio.

On the one hand, emerging market assets provide potential diversification benefits that help lower overall portfolio risk.

At the same time, emerging markets offer potentially higher returns than investments in developed markets. This helps enhance overall portfolio expected returns.

Lower portfolio risk, higher expected returns, count me in!

Well, like any investment, there are always a few strings attached. 

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Emerging markets are popular investments for many investors.

Why?

Emerging market investments may aid in reducing portfolio risk through enhanced diversification. At the same time, there is also the potential for higher returns in less developed markets.

Today we look at what constitutes an emerging market. 

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Should You Actively Invest?

On 10/27/2010, in Investment Strategies, Mutual Funds, by Jordan Wilson

It is highly questionable as to whether active management is appropriate for investors.

You can find studies that indicate active management can provide superior performance in certain circumstances. But more studies conclude that, over the long-term, active management does not outperform a passive approach.

What do I think?

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