A recent article in Barron’s offers excerpts from an interview with Whitney Baker, founder of research and consulting agency Totem Macro, in which she addresses topics including China, emerging markets…
Tag: International Investing
Morningstar: The Importance of Investing Abroad
In a recent interview, Morningstar’s Alex Bryan, director of passive strategies research in North America, offered insights regarding how investors might approach foreign exposure in their portfolios. Here are some…
Southern Europe Weathering Stormy Markets
As market volatility increases, one region that seems to be keeping a firm footing is Southern Europe, according to a recent article in The Wall Street Journal, that says, “If the…
Equity Investors Should Look to Europe
To get the most out of the global recovery, equity investors should look to Europe. This according to a recent Bloomberg article. In an interview last week, Bjorn Lind, a…
Goldman: Fund Managers Relying Too Heavily on U.S. Stocks
An analysis of professionally managed investment portfolios revealed to a team of Goldman strategists that “many investors are missing important potential sources of return as a result of putting too…
Australian Hedge Fund Produces 23% Annual Returns by Staying Clear of Commodities
While many foreign investors may consider Australia a mining stockpile to feed China’s growth, one hedge fund proves otherwise. In a recent Barron’s profile, Marcus Hughes of LHC Capital explains…
Investing Internationally: Countries or Companies?
The topic of global investing through allocating country risk was addressed in a recent CFA Institute interview with NYU finance professor Aswath Damodaran. While the goal of this approach is to…
