cfdeaeabadfa

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///Key points
    Macroeconomic Analysis

    Key for Investors: Report from the G20 Summit, September 2015

    The G20 is a forum of 19 countries and the EU that convenes to discuss policy level enhancements required for the global economy and the group.

    By 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///Things are not good
    Miscellaneous

    As Brazil’s Situation Worsens, What about Your Mutual Fund?

    Impeachment proceedings will begin against Brazil’s president Dilma Rousseff after the country’s lower house accepted a plea for the same.

    By David Ashworth
  • uploads///US High Yield Bond Fund Flows
    Company & Industry Overviews

    High Yield Bond Funds Witness Inflows in the Week to May 22

    Investor flows in high yield bond funds turned positive last week. Net inflows totaled $906 million in the week ended May 22.

    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///Ivy European Opportunities Fund Class A
    Macroeconomic Analysis

    Industrials Save Ivy European Opportunities Fund in August 2015

    The Ivy European Opportunities Fund fell 5.5% in August from a month ago—the least among the six mutual funds under this review. Beyond this period, the fund’s performance has been less impressive.

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

    Analyzing the MFS Growth Fund’s 2015 Portfolio

    The information technology, consumer discretionary, and healthcare sectors form the core of the MFS Growth Fund.

    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///Portfolio Breakdown of the VPMCX
    Macroeconomic Analysis

    How the Vanguard PRIMECAP Fund Performed in 2015

    Vanguard PRIMECAP Fund states that fund managers have a long-term perspective while managing this fund and they do it with an “extremely low turnover.”

    By David Ashworth
  • uploads///US High Yield Bond Fund Flows
    Company & Industry Overviews

    Outflows in High Yield Bond Funds Slow Down

    Net inflows in high yield bond mutual funds were negative for the second time in eight weeks. Net outflows totaled $1.0 billion in the week ended March 20.

    By David Ashworth
  • uploads///IMFs projections on global economic growth July
    Macroeconomic Analysis

    International Monetary Fund: Global Economy to Slow Down in 2015

    In this series, we’ll look at the International Monetary Fund’s expectations for economic growth around the world, and we’ll explore how these projections might affect your investments.

    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///Market Reaction on FOMC Minutes December
    Macroeconomic Analysis

    How Did the Markets React to the Fed’s Rate Hike?

    For the past month or so, several equity investors have anticipated a rate hike and factored it into stock prices, readying their portfolios for the event.

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

    Issuers Return to the Leveraged Loan Primary Market

    AlixPartners provides financial advisory and business services. It issued leveraged loans worth $1.1 billion last week. The B2/B+ rated covenant-lite Term Loan B was issued for seven years.

    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///Economic Growth in the Euro Zone
    Macroeconomic Analysis

    Inside the World Bank’s Growth Expectations for the Eurozone

    The World Bank has lowered its expected growth rate for the Eurozone to 1.6% in 2016 and in 2017—0.1 percentage point lower than January’s projection.

    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///Nonfarm Payrolls and Unemployment Rate
    Macroeconomic Analysis

    Policymakers Are Pleased with February 2015 Labor Market Data

    The minutes of the FOMC’s (Federal Open Market Committee) March 2015 meeting revealed that policymakers were happy with improvements in the labor market.

    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///Foreign
    Macroeconomic Analysis

    How Foreign Developments Can Impact US Monetary Policy

    Because the Fed wants to maintain stability in US financial markets, it is important to assess whether present foreign developments will put the domestic market through tumultuous times.

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

    Subdued Inflation in Japan: A Case for More Stimulus?

    Inflation in Japan, as measured by the consumer price index, rose just 0.2% in July from a year ago. The Bank of Japan has a target of 2% for inflation in Japan.

    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///Market Reaction on FOMC March  Minutes
    Company & Industry Overviews

    How Did the Markets React to the Fed’s March Meeting Minutes?

    Treasury yields barely reacted to the March meeting minutes on a day-to-day basis. Treasury bills ended unchanged on April 6 from the previous day.

    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/// Year Treasury Note Issuance versus Bid Cover Ratio
    Macroeconomic Analysis

    10-year Treasury notes auction saw weak demand

    The ten-year Treasury notes auction saw a lower bid-to-cover ratio than last month. The ratio was 2.6x—compared to ~3x in December.

    By David Ashworth
  • uploads///WTI Crude Oil Prices
    Company & Industry Overviews

    Why Goldman Sachs Looks Bullish on WTI Crude but not on Gold

    Goldman Sachs expects WTI crude oil price to be $55 per barrel in 1Q17 and 2Q17. These estimates were raised from $45 and $50 per barrel, respectively.

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

    Checking in with the JPMorgan Large Cap Growth Fund in November

    The JPMorgan Large Cap Growth Fund Class A invests in “large-cap companies with market caps similar to those within…the Russell 1000 Growth Index.”

    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///SPY ETF Equities Have Taken Previous Rate Hikes Well
    Macroeconomic Analysis

    Is the FOMC Confident about Effecting a Rate Hike in 2015?

    Though policymakers have clearly stated that they’d be data-driven while deciding on effecting a rate hike, it seems that there’s more than economic indicators on their mind.

    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///baecbddfdbababfe
    Macroeconomic Analysis

    Benefit of Hindsight: The Fed Wasn’t Going to Raise the Rates

    Some participants had maintained that the Fed shouldn’t raise rates in September, but many participants thought that the Fed would “liftoff” at this meeting.

    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///US High Yield Bond Fund Flows
    Company & Industry Overviews

    High Yield Bond Funds Witness Inflows for Second Consecutive Week

    Investor flows in high yield bond funds were positive last week, making it the second successive week of inflows.

    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
  • uploads///Indias Monthly Consumer Price Inflation
    Macroeconomic Analysis

    Why inflation is dictating India’s monetary policy

    If the RBI announced a rate cut too early, it would spur consumer spending and send inflation soaring, forcing the central bank to raise the repo rate.

    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

    Why India’s industrial production is very volatile

    Although volatility isn’t necessarily a problem, it makes it difficult for the government to make concrete decisions for industries. However, the government is determined to give the manufacturing sector a push.

    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///Portfolio Break down of the VPMCX
    Macroeconomic Analysis

    The Vanguard PRIMECAP Fund Portfolio through November 2015

    Information technology and healthcare are the top two sectors. Together, they command slightly less than 65% of the Vanguard PRIMECAP Fund’s assets.

    By David Ashworth
  • uploads///Unemployment
    Macroeconomic Analysis

    Why Unemployment Worries Have Reduced

    Job additions, which had scared policymakers and market participants alike with the downward revision for April and dismal additions in May, seem firmly back on track.

    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
  • uploads///US High Yield Bond Fund Flows
    Company & Industry Overviews

    Outflows Continue in High-Yield Bond Funds: Week to June 19

    Last week, investor flows in high-yield bond funds remained in negative territory for the second week in a row. They’ve witnessed inflows of $2.6 billion YTD.

    By David Ashworth
  • uploads///Proj Unem
    Macroeconomic Analysis

    Why Isn’t the Fed Worried about the Unemployment Rate?

    Some FOMC participants thought that the unemployment rate was close to or below what they assessed to be the long-term normal rate.

    By David Ashworth
  • uploads///Change in the Federal Funds Rate
    Macroeconomic Analysis

    Why the September FOMC Meeting Was a Close Call

    The September FOMC (Federal Open Market Committee) meeting had surprised market participants with three dissenting votes.

    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///US High Yield Bond Fund Flows
    Company & Industry Overviews

    Outflows Resume for High Yield Bond Funds

    Investor flows in high yield bond funds returned to negative territory last week, after having seen inflows in the previous week.

    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///US High Yield Bond Fund Flows
    Company & Industry Overviews

    Inflows Return to High Yield Bond Funds in the Week to June 5

    Investor flows in high yield bond funds were in positive territory last week.

    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///US Quarterly Economic Growth
    Macroeconomic Analysis

    Is US Economic Growth Satisfactory in the Eyes of the Fed?

    From the perspective of monetary policy, a strong rate of economic growth is required for a central bank to tighten policy.

    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
  • uploads///US Leveraged Loans Flows
    Company & Industry Overviews

    Leveraged Loan Fund Outflows Reach Highest Level Yet in 2015

    According to Lipper, leveraged loan funds saw outflows for the week ended August 19, making it the fourth such successive week. The quantum of outflows was $754 million, the highest so far in 2015.

    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///Five and Ten Year TIPS Yields
    Macroeconomic Analysis

    What Should Fixed Income Investors Do in Present Times?

    What should fixed income investors do today? Generally, widening spreads provide a buying opportunity for investors, because spreads widen when yield of a security rises.

    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///Latest Portfolio Breakdown of EWS
    Macroeconomic Analysis

    How to Invest in Singapore Equities

    Leading the ETF pack for investing in Singapore equities is the iShares MSCI Singapore ETF (EWS).

    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///Four Week Treasury Bill Issuance versus Bid Cover Ratio
    Macroeconomic Analysis

    Direct bids for the 4-week Treasury bills auction dropped sharply

    The US Department of the Treasury conducted the weekly auction for four-week, or one-month, Treasury bills (BIL) (MINT), or T-bills, on January 21.

    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///Portfolio Breakdown of the FDGRX
    Consumer

    Inside the Portfolio Changes of the Fidelity Growth Company Fund so Far in 2016

    FDGRX’s assets were invested across 398 holdings as of June 2016, when it was managing assets worth $36.6 billion as of the end of June.

    By David Ashworth
  • Company & Industry Overviews

    What Has Hurt the JPMorgan Growth Advantage Fund in YTD 2016?

    VHIAX stands tenth among the 12 funds chosen for this review. In the one-year period, the fund placed dead last among its peers.

    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
    • CONNECT with Market Realist
    • Link to Facebook
    • Link to Twitter
    • Link to Instagram
    • Link to Email Subscribe
    Market Realist Logo
    Do Not Sell My Personal Information

    © Copyright 2021 Market Realist. Market Realist is a registered trademark. All Rights Reserved. People may receive compensation for some links to products and services on this website. Offers may be subject to change without notice.