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David Ashworth

Disclosure: I am in full compliance with all ethics and other policies for Market Realist research analysts. I am not invested in securities that I cover on Market Realist.

More From David Ashworth

  • uploads///Non Investment Grade Bonds Yields Spreads
    Company & Industry Overviews

    How Did US Financial Markets Fare in October 2015?

    The S&P 500 index, tracked by the SPDR S&P 500 ETF (SPY) and the iShares Core S&P 500 ETF (IVV), rose 8.3% in October.

    By David Ashworth
  • uploads///Portfolio Breakdown of the VEUAX
    Macroeconomic Analysis

    Analyzing JPMorgan Intrepid European Fund’s Allocation in 2015

    The JPMorgan Intrepid European Fund’s assets were spread across 79 holdings as of December 2015.

    By David Ashworth
  • uploads///Mexicos CPI Inflation
    Macroeconomic Analysis

    Will Banco de Mexico Follow the Fed in Raising Rates in 2016?

    Since the rate hike by the Fed in December 2015, Banco de Mexico has raised rates three times totaling 125 basis points.

    By David Ashworth
  • uploads///Labor Market Situation in the US
    Macroeconomic Analysis

    Kocherlakota said the FOMC could have done more for labor markets

    In evaluating the FOMC’s performance over the past three years, Kocherlakota mentioned that the unemployment rate fell to 5.6%.

    By David Ashworth
  • uploads///Fiscal policies
    Macroeconomic Analysis

    G20 leaders are emphasizing fiscal policies

    The G20 finance ministers and central bank governors emphasized the role of fiscal policy in building confidence and supporting domestic demand.

    By David Ashworth
  • uploads///Non farm Payrolls and Unemployment Rate
    Macroeconomic Analysis

    Non-farm payrolls, average hourly earnings rise

    US non-farm payrolls rose by 295,000 in February 2015 from a downwardly revised January number of 239,000 compared to 257,000 reported earlier.

    By David Ashworth
  • uploads///Portfolio Composition of International Mutual Funds
    Company & Industry Overviews

    Is It Time to Invest in International Funds?

    2016 has mostly been about macro trends, thus presenting a different set of challenges for active fund managers who mostly focus on companies rather than economic and sector trends.

    By David Ashworth
  • uploads///SPDR Barclays Capital High Yield Bond ETF JNK
    Company & Industry Overviews

    FOMC Statement Moves Financial Markets

    Two rallies after the FOMC statement led the NASDAQ Composite Index to its highest closing in 15 years, just below its all-time high of 5,048.62 in 2000.

    By David Ashworth
  • uploads///Histogram
    Macroeconomic Analysis

    What New Developments Can You Expect from the Fed?

    Potential new developments from the Fed include a suggestion by the subcommittee on communications that median values of policymakers’ projections be published.

    By David Ashworth
  • uploads///SPDR Barclays High Yield Bond ETF JNK
    Company & Industry Overviews

    Lack of Rate Hike in September Leads US Stocks Down

    The US Federal Reserve met on September 16 and 17 in one of the most anticipated monetary policy meetings in recent memory.

    By David Ashworth
  • uploads///Non farm Payroll Additions and Unemployment Rate in the US
    Macroeconomic Analysis

    How a Slowing Economy Impacts the US Labor Market

    The health of the US labor market is possibly the primary reason the FOMC (Federal Open Market Committee) had confidence to raise interest rates in December 2015

    By David Ashworth
  • uploads///ebafdfbfaaeceafab
    Company & Industry Overviews

    Bill Gross Analyzed ‘Carry’ in Credit Risk, Volatility, and Liquidity

    In his June 2016 investment outlook, Bill Gross stated that “credit risk or credit ‘carry’ offers little reward relative to potential losses.”

    By David Ashworth
  • uploads///SPDR Barclays High Yield Bond ETF JNK
    Company & Industry Overviews

    China’s PMI and US Job Additions Push US Stocks Down

    US stocks didn’t have a great start last week. Reports emanating from China drove US markets down sharply, but they rebounded the next day when Microsoft (MSFT) helped them bounce back.

    By David Ashworth
  • uploads///Federal Surplus or Deficit as Percent of Gross Domestic Product
    Miscellaneous

    Economists Disagree with Trump’s Fiscal and Trade Deficit Views

    Donald Trump has been vociferous about cutting taxes. He intends to reduce the current seven tax brackets to three.

    By David Ashworth
  • uploads///SPDR Barclays Capital High Yield Bond ETF JNK
    Company & Industry Overviews

    NASDAQ Soars with Equities, Treasuries Fall Last Week

    US equity markets gained in the week ended April 24, 2015. But the week was all about the NASDAQ, which gained 3.2%.

    By David Ashworth
  • uploads///Investment Grade Bonds Yields in
    Company & Industry Overviews

    Yields on Investment-Grade Corporate Bonds Remain Low

    If spreads are rising or widening, credit conditions can be assumed to be worsening. Spreads widen when growth is slow and economic conditions worsen.

    By David Ashworth
  • uploads///Who wants what
    Macroeconomic Analysis

    Why Kocherlakota wants the Fed to be free in its decision making

    Kocherlakota gave a presentation at the annual American Economic Association conference. He was firmly in favor of letting the Fed be free in its decision making.

    By David Ashworth
  • uploads///Food Articles Inflation in India
    Macroeconomic Analysis

    Big Forces Behind India’s Future Monetary Policy

    Rate cut transmissions by commercial banks, inflation, and monetary policy actions by the Fed will have the largest influence on India’s future.

    By David Ashworth
  • uploads///Total Assets All Federal Reserve Banks
    Macroeconomic Analysis

    How will the Federal Reserve go about policy normalization?

    Monetary policy normalization refers to two aspects: the federal funds rate and the Federal Reserve’s balance sheet.

    By David Ashworth
  • uploads///New Home Sales
    Macroeconomic Analysis

    Why did new home sales surge in December?

    New home sales jumped 11.6% in December from a month ago to a seasonally adjusted annual rate of 481,000.

    By David Ashworth
  • uploads///Patience
    Macroeconomic Analysis

    The Federal Reserve’s patience: Is it here to stay?

    The January 2015 meeting minutes showed that several policymakers weren’t in favor of dropping “patience.” Changing the language is a big deal.

    By David Ashworth
  • uploads///Income and Spending
    Macroeconomic Analysis

    Consumer Spending Edges up in February 2015

    Consumer spending remained subdued in February. The harsh weather kept consumers indoors. Individuals used the gains from lower gasoline prices to boost their savings.

    By David Ashworth
  • Macroeconomic Analysis

    Analyzing the immediate impact of the announcement by the RBI

    The Reserve Bank of India (or RBI) is India’s central bank. It maintained the status quo on its key rates in its fifth bi-monthly monetary policy statement. The statement was released on December 2, 2014.

    By David Ashworth
  • uploads///Indias CPI Combined
    Macroeconomic Analysis

    India’s Consumer Price Index Is Tethered but Risky

    The RBI had headroom to make a further rate reduction in August, but then the bank resisted, citing the rise in core inflation.

    By David Ashworth
  • Macroeconomic Analysis

    How Consumer Staples Saved the Aberdeen Latin American Equity Fund Class A in September 2015

    The Aberdeen Latin American Equity Fund Class A fell by 6.3% in September from August. But between September and October 28, the fund has risen by 6.0%.

    By David Ashworth
  • uploads///Matthews Japan Fund Investor Class
    Company & Industry Overviews

    Why the Matthews Japan Fund Was the Best-Performing Fund in 2015

    The Matthews Japan Fund – Investor Class (MJFOX) fell 0.4% in December 2015 from the previous month. In the three- and six-month periods ended December 31, the fund rose 10.4% and fell 1.2%, respectively.

    By David Ashworth
  • uploads///WTI and Gasoline Prices
    Macroeconomic Analysis

    Do Crude Oil Prices Hold the Key to a Rate Hike in the US?

    Cushing, Oklahoma WTI prices fell to $41.93 a barrel on August 17—the lowest since early March 2009. Iran flooding the market with its oil is one of the reasons for this fall.

    By David Ashworth
  • uploads///Month over Month Change in Retail Sales
    Macroeconomic Analysis

    Advance retail sales for December 2014 were disappointing

    Markets were disappointed by the weak retail sales report. Estimates for advance retail sales were $442.9 billion in December 2014.

    By David Ashworth
  • uploads///Consumer Confidence Survey
    Macroeconomic Analysis

    Why did consumers’ confidence rise in December?

    The Board’s Consumer Confidence Index rose to 92.6 in December—compared to 91 in November. For November, the index was revised from an initially reported value of 88.7.

    By David Ashworth
  • uploads///Portfolio Composition of Europe Focused Mutual Funds
    Company & Industry Overviews

    How Should You Approach Investing in Europe-Focused Funds?

    The financials sector continues to be the top-invested sector, with four of the 12 funds choosing it as their most preferred sector. However, the number of funds choosing financials is down from six in the previous quarter.

    By David Ashworth
  • Macroeconomic Analysis

    Financials Dragged FLFAX Year-to-Date through November in 2015

    FLFAX fell 2.8% in November 2015 from a month prior. In the three- and six-month periods ended November 30, the fund fell 4.8% and 20.4%, respectively.

    By David Ashworth
  • uploads///The Federal Reserves Dual Mandate
    Macroeconomic Analysis

    Kocherlakota’s thoughts about monetary policy stimulus in 2015

    Kocherlakota asked “Should the fed funds rate target range be raised soon?” He thinks it will be a few years before PCE inflation returns to the target.

    By David Ashworth
  • uploads///US Consumer Price Inflation
    Macroeconomic Analysis

    Consumer prices still deflated by gasoline

    In the 12 months leading up to January, prices fell 0.1%, the first decline since October 2009. In December, consumer prices rose by 0.8% year-over-year.

    By David Ashworth
  • uploads///dcafeadbffbecfff
    Macroeconomic Analysis

    The US Economy Has a Hiccup—Hopefully Just One

    The second estimate from the Bureau of Economic Analysis (or BEA) showed that gross domestic product (or GDP) growth for the US economy slowed to 2.2%.

    By David Ashworth
  • Company & Industry Overviews

    Weak Showing by Top Sectors Led to a Forgettable 2015 for FKGRX

    The Franklin Growth Fund – Class A (FKGRX) fell 2.0% in December 2015 from a month ago.

    By David Ashworth
  • uploads///Monthly Breakeven Inflation Rate
    Macroeconomic Analysis

    What worries Charles Evans?

    A slowing global economy is also a worrying factor for Charles Evans. Companies with an export focus will hire fewer people if there are fewer orders.

    By David Ashworth
  • uploads///Portfolio Break down of the EPLAX
    Macroeconomic Analysis

    The EP Latin America Fund A (EPLAX): Historical Portfolio Overview

    The EP Latin America Fund Class A invests in companies that derive “at least 50% of its revenues or profits from business activities in Latin America.”

    By David Ashworth
  • uploads///Monthly Net New Cash Flow
    Macroeconomic Analysis

    What Bond Mutual Fund Investors Can Do in a Liquidity Squeeze

    Things look fine for now Previously in this series, we discussed how mutual funds have a notably larger holding of corporate bonds at present than they had before the financial crisis of 2008. We’ve also talked about how regulatory changes could impact the role of banks as market makers. At the same time, the role […]

    By David Ashworth
  • uploads///Dec hike
    Company & Industry Overviews

    Why Are Market Participants Concerned about December 2015?

    The addition of “at its next meeting” in the FOMC’s October statement has led market participants to believe that a rate hike may be effected in its December meeting.

    By David Ashworth
  • uploads///US Treasuries Yield Curve
    Company & Industry Overviews

    Job Reports Drive Up Treasury Yields

    US Treasury yields moved uniformly upwards across the yield curve in the week ended June 5, 2015.

    By David Ashworth
  • uploads///Economic Projections
    Macroeconomic Analysis

    Can ‘Patience’ Give Way to Something Else in March 2015?

    The FOMC will meet for its next scheduled meeting on March 17–18, 2015. Markets will be watching for a change in the language of the FOMC’s forward guidance.

    By David Ashworth
  • uploads///US Investment Grade Bond Fund Flows
    Company & Industry Overviews

    Inflows into Investment-Grade Bond Funds Increase Last Week

    Investment-grade bond (AGG) funds saw net inflows of $1.53 billion in the week ending May 1, 2015.

    By David Ashworth
  • uploads///No choice
    Macroeconomic Analysis

    What Rate Hike Road Is the Fed Really on in 2016? (It Looks Strangely Like 2015)

    Policymakers are now hinting toward a rate hike in June. But markets seem to be feeling otherwise.

    By David Ashworth
  • Macroeconomic Analysis

    Third Avenue Focused Credit Fund Liquidated: Concerns for Others?

    On December 10, 2015, Third Avenue Management announced that redemptions were barred from the Third Avenue Focused Credit Fund (TFCVX) (TFCIX).

    By David Ashworth
  • uploads///Britains Trade Balance With EU and non EU Partners
    Macroeconomic Analysis

    Bank of England Stands Pat on Interest Rates

    The Bank of England decided not to cut its interest rates to new record lows when it met on July 14, 2016. The country’s central bank was under pressure to act.

    By David Ashworth
  • uploads///Median of Federal Funds Rate Projections
    Company & Industry Overviews

    A Dovish Federal Reserve and US Equity Mutual Funds

    The Federal Reserve has toned down its expectations of US economic growth in 2016, given the state of the global economy. It remains quite confident on the domestic front, though, as projections for the unemployment rate have been reduced.

    By David Ashworth
  • Company & Industry Overviews

    JPMorgan European Fund’s Performance Shaping Up to Be Forgettable

    The JPMorgan Intrepid European Fund Class A has fallen 7.6% year-to-date, making it the worst performer in the group of 12 funds chosen for this review.

    By David Ashworth
  • uploads///Cumulative Flows in  Year Until November
    Company & Industry Overviews

    High-Yield Bond Mutual Funds: What to Expect in 2016

    If you’re a moderate investor invested in high-yield bond mutual funds, you could consider moving some of your assets to investment grade funds (OPIGX).

    By David Ashworth
  • uploads///Portfolio Composition of LatAm focused Mutual Funds
    Company & Industry Overviews

    Developing a Strategy for Investing in Latin America Funds

    In this series, we’ve reviewed seven LatAm-focused mutual funds (BDERX) in terms of their sectoral changes over the past year and the possible reasons for their performances in 2016.

    By David Ashworth
  • uploads///Hennessy Japan Fund Investor Class
    Macroeconomic Analysis

    How the Hennessy Japan Fund Investor Class Fared in September 2015

    The Hennessy Japan Fund (HJPNX) dived by 8.2% in September from the previous month—the worst performer in September among the nine funds we’re reviewing.

    By David Ashworth
  • uploads///Economic Growth in Euro Zone and the UK
    Company & Industry Overviews

    The Eurozone Economy in 2016 and Beyond: World Bank Projections

    Inflation remains a concern for the Eurozone. The World Bank said that though deflation concerns have reduced in 2015, they have not gone away completely.

    By David Ashworth
  • uploads///BlackRock
    Company & Industry Overviews

    BlackRock Shares Its Views on Fixed-Income Strategy for 2016

    BlackRock is not upbeat about fixed income in 2016. It’s more optimistic about stocks than it is about bonds, specifically European and Japanese equities.

    By David Ashworth
  • uploads///ebfcfabdbccbabc
    Macroeconomic Analysis

    FOMC Meeting Minutes: What Does It Mean for Your Investments?

    Most members of the FOMC want to move cautiously in regards to rate hikes. They expect the factors that are holding down growth to only give way slowly.

    By David Ashworth
  • Macroeconomic Analysis

    How the EP Latin America Fund Class A (EPLAX) Avoided Major Losses in August

    The EP Latin America Fund A (EPLAX) fell by 8.4% in August 2015, from July 2015—the second smallest decline among the eight funds in this review.

    By David Ashworth
  • uploads///Portfolio Composition of Europe Focused Mutual Funds
    Company & Industry Overviews

    What Is the Outlook for Europe-Focused Mutual Funds?

    In this series, we have reviewed ten Europe-focused mutual funds in terms of their sectoral changes over the past year and the possible reasons for their performance in 2015.

    By David Ashworth
  • uploads///Housing Starts in Japan
    Macroeconomic Analysis

    Growth in Japanese Housing Starts Slowed in July 2015

    Japanese housing starts rose in July 2015, but their pace slowed compared to a month ago. Housing starts rose by 7.4% in July compared to a year ago.

    By David Ashworth
  • uploads///Asset Size and Expense Ratio of Asia Pacific MFs
    Company & Industry Overviews

    Could Investing in Asia-Pacific Give You an Edge?

    The Asia-Pacific region provides radically different investment opportunities in one region. It will be very hard for another region to provide the diversity of Asia-Pacific.

    By David Ashworth
  • uploads///Portfolio Breakdown of the FDGRX
    Fund Managers

    Inside the Fidelity Growth Company Fund Portfolio

    FDGRX’s core sectors are information technology, consumer discretionary, and healthcare. The first two sectors make up a little over 60% of the portfolio.

    By David Ashworth
  • uploads///Portfolio Composition EPLAX
    Macroeconomic Analysis

    The EP Latin America Fund Class A (EPLAX): Must-Knows

    Euro Pacific Asset Management offers the EP Latin America Fund A (EPLAX), which aims for capital appreciation by investing “at least 80% of its net assets.”

    By David Ashworth
  • uploads///US Quarterly Economic Growth
    Macroeconomic Analysis

    The US Economy: Fischer and Brainard Weigh In

    Stanley Fischer expressed his views on the US economy at the G30 Annual International Banking Seminar on October 11. This came three days after the dovish minutes of the FOMC September meeting.

    By David Ashworth
  • uploads///Diversification
    Macroeconomic Analysis

    Are You Thinking about Diversifying Your Portfolio?

    Geographical diversification allows your portfolio to keep earning returns in case your primary geography has not been doing well.

    By David Ashworth
  • uploads///Yield Movement Before and During Taper Tantrum
    Macroeconomic Analysis

    What Should You Expect from Monetary Policy Announcements?

    Most FOMC participants indicated that they preferred to consider a possible rate hike on a meeting-by-meeting basis—without providing any hints about the timing of a rate hike.

    By David Ashworth
  • uploads///Portfolio Composition of US Large Cap Equity Mutual Funds
    Company & Industry Overviews

    How to Invest in US Large-Cap Equity Mutual Funds Going Forward

    Mutual funds follow a bottom-up research approach. They focus on companies rather than macroeconomic and sector trends.

    By David Ashworth
  • uploads///Returns of Russia Focused Funds
    Company & Industry Overviews

    Passive Funds Investing in Russian Stocks Have Had a Good 1Q16

    All passive funds have outpaced the actively managed LETRX in 1Q16. Picks from the information technology sector did the LETRX in.

    By David Ashworth
  • uploads///Consumer Price Inflation rates
    Macroeconomic Analysis

    Key for Investors: Understanding Inflation and Its Implications

    Inflation represents a rise in the general price level in a country or region. The higher the inflation, the lower the quantum of a particular good that can be purchased.

    By David Ashworth
  • uploads///Economic growth projections for the Euro Area
    Macroeconomic Analysis

    IMF’s Economic Growth Expectations for Eurozone Largely the Same

    In its recent update, the International Monetary Fund’s economic growth projections for the Eurozone, including Lithuania, are unchanged at 1.5% for 2015.

    By David Ashworth
  • Macroeconomic Analysis

    Which Stock Picks Haven’t Worked for the ClearBridge Aggressive Growth Fund?

    SHRAX is the only fund among nine that posted positive returns in just one of our five periods. It’s also the only fund that fell in the one-year period.

    By David Ashworth
  • uploads///iShares iBoxx Investment Grade Corporate Bond Fund LQD
    Company & Industry Overviews

    Greece Worries Lead Investors to Investment-Grade Bonds

    The Federal Open Market Committee’s June statement didn’t elicit a strong reaction in either direction from investment-grade bonds, especially not from Treasuries.

    By David Ashworth
  • uploads///Overall HICP Inflation Rate for Euro zone
    Macroeconomic Analysis

    What Can You Do in Regards to Your Europe-Focused Mutual Funds?

    Europe-focused mutual fund investors should continue to watch developments on inflation in the region.

    By David Ashworth
  • uploads///India GVA Growth Rate At Basic Prices
    Macroeconomic Analysis

    India’s Economic Growth in GVA Terms: What Does the RBI Expect?

    For financial year 2016–2017, the RBI forecasts the GVA growth at a 7.6% pace. This assumes that there aren’t any significant headwinds.

    By David Ashworth
  • uploads///Portfolio Composition of LatAm focused Mutual Funds
    Company & Industry Overviews

    Mark Mobius Is Investing in Brazil: Should You?

    In an interview with Bloomberg Markets Middle East, Mark Mobius stated that he is continuing to put money into Brazil.

    By David Ashworth
  • uploads///Returns of Europe Focused Mutual Funds YTD Until February
    Company & Industry Overviews

    European Stocks and Mutual Funds: Don’t Go Overboard

    European stocks (VLKAY) (RENX) (RBS), like others across the world, have been whiplashed by volatility so far 2016.

    By David Ashworth
  • uploads///Asset Size and Expense Ratio of Asia ex Japan MFs
    Company & Industry Overviews

    Your Strategy for Asia Ex-Japan Mutual Funds

    Asia ex-Japan countries such as China and India saw poor equity market performance in 2015, but Indian equities could be back on track in the medium term.

    By David Ashworth
  • uploads///US Leveraged Loan Market Volumes
    Company & Industry Overviews

    Leveraged Loans Issuance Reaches Its Highest 2015 Level

    The US leveraged loans market saw an allocation of ~$19.0 billion worth of senior loans across 22 transactions in the week to May 8.

    By David Ashworth
  • uploads///Portfolio Composition ELAAX
    Macroeconomic Analysis

    The Epiphany FFV Latin America Fund Class A (ELAAX): Must-Knows

    The Epiphany FFV Latin America Fund Class A (ELAAX) is offered by Epiphany Funds with Trinity Fiduciary Partners serving as the investment advisor.

    By David Ashworth
  • uploads///Voya Japan TOPIX Index Portfolio Class A
    Macroeconomic Analysis

    How the Voya Japan TOPIX Index Portfolio Class A Fared in September 2015

    The Voya Japan TOPIX Index Portfolio fell by 6.7% in September 2015 from the previous month.

    By David Ashworth
  • uploads///Top Three Sectors of the TRAMX
    Macroeconomic Analysis

    Sizing up the T. Rowe Price Africa & Middle East Fund

    The T. Rowe Price Africa & Middle East Fund invests in between 50 and 80 companies, focusing on Kenya and South Africa, as well as Saudi Arabia and the UAE.

    By David Ashworth
  • Company & Industry Overviews

    MDLTX’s Top Sectors Remained Unimpressive

    The BlackRock Latin America Fund A (MDLTX) surged 22.1% in the first four months of 2016, but it still emerged as a below-average performer among its peers.

    By David Ashworth
  • uploads///Corrlelated Fate An Energy MF and the LETRX
    Macroeconomic Analysis

    Energy Export Dependency Hurt the Russian Economy

    The Russian economy is dependent on oil and gas exports. Because of this, looking at terms of trade for Russia is important.

    By David Ashworth
  • uploads///Spread Between  and  Year Treasury Notes
    Company & Industry Overviews

    The State of Treasury Yield Spreads in 2015

    Yield spreads between different maturity Treasury securities, when compared to historical trends, can indicate how the market views economic conditions.

    By David Ashworth
  • uploads///Portfolio Composition of LatAm focused Mutual Funds
    Company & Industry Overviews

    Latin America–Focused Mutual Funds: To Be Avoided in 2016?

    In this series, we’ve reviewed eight Latin America–focused mutual funds (BDERX) in terms of their sectoral changes over the past year.

    By David Ashworth
  • uploads///Sep dot plot
    Company & Industry Overviews

    Was the Fed’s March 2016 Policy Statement Really Ultra-Dovish?

    According to the March 2015 policy statement, policymakers now forecast only up to two rate hikes this year. This translates to a total rate hike of 50 basis points.

    By David Ashworth
  • uploads///ESG issues
    Macroeconomic Analysis

    What Are the Methods Used to Tackle ESG Issues?

    There are some important things to know when analyzing ESG issues. Unlike traditional analysis, there’s no particular outlined method for conducting ESG analysis.

    By David Ashworth
  • uploads///US Treasuries Yield Curve
    Macroeconomic Analysis

    Analyzing the US Treasury Market Events of October 15, 2014

    In a report on the US Treasury market on October 15, 2014, the ten-year benchmark yield witnessed a 37 basis-point trading range.

    By David Ashworth
  • Company & Industry Overviews

    Financials, Discretionary Hurting Key Vanguard European Fund

    The Vanguard European Stock Index Fund Investor Shares (VEURX) has fallen 3.2% year-to-date (or YTD). Let’s see why.

    By David Ashworth
  • Company & Industry Overviews

    Discretionary Stocks Boost the Wells Fargo Growth Fund in YTD 2016

    Early 2016 was not generous to the Wells Fargo Growth Fund – Class A (SGRAX), and the fund was a below-average performer until May. However, things have improved since then.

    By David Ashworth
  • uploads///Returns and Holdings of Latin America Focused MFs
    Company & Industry Overviews

    Mohamed El-Erian Believes in Brazil, Just Not Now

    In an email interview with Bloomberg, Mohamed El-Erian said, “Brazil has an enormous potential, absolutely enormous. What is missing is the political context that enables sustained policy implementation.

    By David Ashworth
  • uploads///Latest Portfolio Breakdown of EWM
    Macroeconomic Analysis

    How to Invest in Malaysian Equities via ETFs

    If you want to invest in Malaysian equities, then the iShares MSCI Malaysia ETF (EWM) is the fund for you.

    By David Ashworth
  • uploads///Indias Repo Rate
    Macroeconomic Analysis

    Why Did the Reserve Bank of India Cut Interest Rates?

    The RBI’s (Reserve Bank of India) move to reduce key interest rates in India in April was expected.

    By David Ashworth
  • uploads///Returns of Large Cap US Equity Mutual Funds in YTD
    Company & Industry Overviews

    Are We Just 2 Weeks Away from a Rate Hike in the US?

    The Fed’s hawkish tone and repeated references to June as a possible candidate for a rate hike were unexpected by market participants.

    By David Ashworth
  • uploads///Portfolio Composition of LatAm focused Mutual Funds
    Macroeconomic Analysis

    Latin America-Focused Mutual Funds: Outlook after September 2015

    The Latin America-focused mutual funds that have a lion’s share of their assets invested in companies from Mexico did better than those invested in Brazil.

    By David Ashworth
  • uploads///Indias CPI Combined
    Macroeconomic Analysis

    Why It’s Important to Keep an Eye on India’s CPI Inflation

    Though India’s CPI inflation has come down, certain risk factors could cause it to rise again.

    By David Ashworth
  • Company & Industry Overviews

    Why Has BlackRock’s Latin America Fund Been Unimpressive in 2016?

    The BlackRock Latin America Fund Class A (MDLTX) has been the second-worst performer year-to-date among the seven funds chosen for this review.

    By David Ashworth
  • uploads///US Investment Grade Bond Fund Flows
    Company & Industry Overviews

    Investment-Grade Bond Funds Saw Outflows Last Week

    Flows into investment-grade bond funds (LQD) were negative in the week ending June 17. This was the second consecutive week witnessing outflows.

    By David Ashworth
  • uploads///Portfolio Composition of US Large Cap Equity Mutual Funds
    Company & Industry Overviews

    US Large-Cap Equity Funds: Is Active or Passive Investment Best?

    Except for one fund (MIGFX), no other actively managed fund that we have reviewed in this series has been able to outperform the passively managed SPY.

    By David Ashworth
  • uploads///US Investment Grade Bond Fund Flows
    Company & Industry Overviews

    High-Grade Bond Funds See Outflows in the Week Ending April 17

    Investment-grade bond yields usually follow cues from the Treasuries market. With a fall in Treasury yields, investment-grade corporate bond yields also fell.

    By David Ashworth
  • uploads///Portfolio Composition of Some US Equity Mutual Funds
    Company & Industry Overviews

    What Were the Overall Trends in Large-Cap Mutual Funds Last Year?

    Most of the large-cap mutual funds have the information technology sector as their top choice.

    By David Ashworth
  • uploads///B to M
    Macroeconomic Analysis

    Is There a Way Out for Investors in Brazil-Focused Mutual Funds?

    For investors who are accepting of losses incurred, it would be advisable to withdraw. For others, patience is likely the best bet.

    By David Ashworth
  • uploads///Recent Deviation in Bond Yields
    Company & Industry Overviews

    Portugal’s Bond Yields Are Diverging from the Rest of Europe

    Portugal’s bond yields have been diverging from the rest of Europe. The Bank of Portugal reassigned five of Novo Banco’s senior bonds to Banco Espirito Santo.

    By David Ashworth
  • Company & Industry Overviews

    Which Stocks Saved the BlackRock Latin America Fund in 2015?

    The BlackRock Latin America Fund – A (MDLTX) fell 5.2% in December 2015 from a month prior.

    By David Ashworth
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