While the U.S. economy appears to be gaining steam, lofty stock prices and rising geopolitical risks are finally taking a toll. Russ discusses one area that still represents an opportunity: Asia.
The emerging markets fixed income space continues to see some volatility, but, as Matt Tucker explains, there are some potentially attractive entry points.
Major changes are coming to the MSCI Frontier Markets 100 Index. Russ K explains the significance and why it reinforces his view that investors should have an allocation to the frontier.
Charlotte, North Carolina-based Family Dollar operates a chain of more than 8,200 general merchandise retail discount stores in 46 states, providing value-conscious consumers with a selection of competitively priced merchandise in convenient neighborhood stores.
Some blame it on outdated regulations. Some blame it on increased competition from neighboring states. Some blame it on poor or complacent management. But they all agree on one thing: Atlantic City’s casino market is crumbling.
The Russell 2000 – the most widely used benchmark for small-cap stocks (IWM) – is down approximately 2% for the year, while the S&P 500 (IVV) has gained more than 7%. That is a staggering 9% spread in a little over half of the year.
The Saudi Arabian stock market is currently only available to foreigners through swaps and foreign investors own no more than 5% of the market. But that will change in 2015.
While Russ would be wary of seeking income at all costs and ignoring valuations, there’s one “bond-like” equity market segment that he believes is worth pursuing: International and global dividend stocks.
Houston-based Apache Corporation is an oil and gas exploration and production company with operations in the United States, Canada, Egypt, the United Kingdom, and Australia.
U.S. total rig count increases by six The U.S. total drilling rig count increased by six rigs, from 1,883 to 1,889, during the week ending August 1 according to Baker…
Australia has contributed to 1.1% of the world’s carbon dioxide emissions from 1850–2002 and 1.5% in 2005 while it makes up only close to 0.33% of the world’s population.
On July 22, 2014, Microsoft reported its fourth quarter and fiscal 2014 earnings. It reported revenues of $23.4 billion for the fourth quarter and $86.83 billion for the full year 2014.
The EMC Federation consists of EMC Information Infrastructure (or EMCii), Pivotal, and VMware Virtual Infrastructure—EMCii operates in three further segments namely Information Storage, Information Intelligence Group, and RSA Information Security.
The earnings of U.S. companies have outperformed analyst estimates this year for ~80% of the companies reporting earnings this season—according to estimates by Bloomberg, profits increased 8.2% in the second quarter and sales increased by 3.5%.
The low bond yields have pushed the investors to add riskier bonds which give higher yields like the SPDR Barclays Capital High Yield Bond ETF (JNK) and the iShares iBoxx $ High Yield Corporate Bond ETF (HYG) to their portfolio in order to strengthen their incomes.
More than $10 billion flowed out of emerging market (or EM) exchange traded funds (or ETFs) (EEM) in 2013, and since the start of the year, the outflow has only gotten worse.
Markets respond to exogenous shocks and geopolitical risk—with political unrest in Ukraine and Russia, the Israel crisis, and the Algiers and Malaysian airline tragedies, markets are experiencing a period of heightened volatility.
Many investors are approaching frontier stocks too narrowly, viewing them as a subset of their emerging markets’ (EMB) allocation and selling off part of their emerging market equities’ exposure to gain access to the frontier.
A 13D filing said that Elliott believes IPG is undervalued and represents an attractive investment opportunity. The fund said it “seeks to engage in a constructive dialogue” with the board “regarding steps to maximize shareholder value.”
Separating truly meaningful market signals from the mountains of daily noise has never been more challenging. Here’s some help: Pay attention to these three big picture changes happening today.