Top of Mind: Existential questions about value, international diversification, and China

OpinioPro Selection
Door september 9, 2019 18:06

Top of Mind: Existential questions about value, international diversification, and China

THIS QUARTER, I FOCUS ON questions being raised about the benefits of investing outside the US and in value stocks. I’ll acknowledge up front that I’m a believer in both of these strategies, but I’ve tried to compensate for any biases by focusing on what the data tells us. I also offer thoughts on adding China A-shares as a stand-alone portfolio allocation. First, though, a few brief observations on trends in the institutional investor space.

OpinioPro Selection
Door september 9, 2019 18:06

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Twitter

The fight for the Democratic nomination moves into the next round. -> https://www.opiniopro.com/2020/02/fn/the-fight-for-the-democratic-nomination-moves-into-the-next-round/ #elections #usa #Trump #Republican #Democrats via @DWS_Group

Slowing but going -> https://www.opiniopro.com/2020/02/fidelity/slowing-but-going/ #AssetAllocation #Equities #FixedIncome #RealEstate via @Fidelity

The prospects for economies and markets in 2020. -> https://www.opiniopro.com/2020/02/bmo/the-prospects-for-economies-and-markets-in-2020/ #brexit #centralbank #china #Fed #manufacturing #oil #recession via #BMO

Navigating a Sentiment Crash -> https://www.opiniopro.com/2020/02/qma/navigating-a-sentiment-crash/ #crash #Equities #growth #sentiment #value via @pgim

Are you taking enough risk? How do you know? -> https://www.opiniopro.com/2020/02/invesco/are-you-taking-enough-risk-how-do-you-know/ #china #Equities #factor #FixedIncome #riskpremium via @InvescoEMEA

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