From the category archives:

Dutramonomics

When considering the equity allocation of an investor portfolio, perhaps the most common bifurcation made is between developed and emerging markets. The distinction between developed and emerging markets has become a hot topic in recent years thanks to the tremendous gaps in growth and risk between the two groups. As developed markets have struggled to get on track thanks to mounting debt burdens and rising unemployment, emerging markets have raced ahead and posted eye-popping growth figures thanks to favorable demographic shifts and a swelling middle class. [click to continue…]

{ Comments on this entry are closed }

Last year was a very interesting year for the ETF industry, a stretch filled with both ups and downs. The industry suffered from numerous attacks that concerned investors about the possibility of an ETF collapsing and the role that these securities played in the Flash Crash. Yet many dismissed these claims as fear mongering, and shrewd investors continued to pile into ETFs as a way to reduce expenses, achieve more diversified exposure, and enhance the overall tax efficiency of their portfolios. In fact, ETF assets recently surged to the $1 trillion level, while the number of fund choices continued to expand as well–hitting the 1,100 mark. [click to continue…]

{ Comments on this entry are closed }

One of the biggest stories in the financial world over the past few weeks has been the development of “QE2,” the Federal Reserve’s decision to once again attempt to breathe life into the U.S. economy through injections of capital designed to drive down interest rates. The Fed plans to spend about $600 billion on the […]

{ Comments on this entry are closed }

Emerging Market ETFs: Seven Factors Every Investor Should Consider

by on November 9, 2010 | Updated December 14, 2012

No matter where investors look in the developed world, the picture isn’t pretty. While the U.S. unemployment remains intolerably high, and uncertainty over the lasting effects of the latest round of QE and the coming fiscal cliff will continue to hang over stock markets. In Europe efforts to control surging deficits have been met with […]

{ Comments on this entry are closed }

As the economy continues to flat-line, many investors have forsaken investments in the United States for higher growing economies in emerging nations around the world. Growth levels in many of these countries continue to impress–in excess of 8% in some instances–and are attracting significant amounts of capital away from developed markets which have struggled to […]

{ Comments on this entry are closed }

As investor confidence in developed markets has waned in recent months many have taken their dollars abroad in an attempt to buy into high growth emerging markets overseas. While a good chunk of this cash has piled into the BRIC countries and other large emerging markets such as Indonesia, some have taken a different route […]

{ Comments on this entry are closed }

As Western nations’ economies continue to crumble, many are beginning to see the benefits of a well diversified economy which has a robust industrial base. Countries with these economies have held up better than most no matter what stage their development as industrial jobs stay in demand thanks to growing Asian economies. Resource-rich nations such […]

{ Comments on this entry are closed }

As a long-time subscriber to BusinessWeek, I generally enjoy their content and find their stories both informative and interesting. However, last week’s cover story entitled “Amber Waves of Pain” was unlike anything I had ever read by the company before. On the cover, the weekly magazine stated three times “Do Not Buy Commodity ETFs” and […]

{ Comments on this entry are closed }

Seven Reasons Why Silver Could Soar

by on July 29, 2010 | Updated May 15, 2013

With consumer confidence plunging and governments around the world racking up seemingly unpayable bills, many investors have sought refuge outside of fiat currencies in order to help protect some of their assets from the ravages of inflation which is sure to come eventually. Almost by default, investors have piled into gold which has seen its […]

{ Comments on this entry are closed }

Why The European Bailout Is Just Postponing The Inevitable

by on May 13, 2010 | Updated July 29, 2010

Earlier this week, European leaders announced a nearly $1 trillion rescue plan to potentially bail out highly indebted EU countries. Markets initially cheered the news, with Spanish and Italian markets leading the way; the iShares MSCI Spain Index Fund (EWP) soared higher by more than 14% on the news while the iShares MSCI Italy Index […]

{ Comments on this entry are closed }

Forget The BRIC, Your Portfolio Needs The TICK

by on November 4, 2009 | Updated July 29, 2010

Much has been made of the growth of the BRIC countries of Brazil, Russia, India, and China. But the fact remains that despite their impressive growth rates, all of these countries remain very poor relative to the developed world. For example, in the People’s Republic of China, more than one third of the population lives […]

{ Comments on this entry are closed }