SPDR® MSCI World Quality Mix ETF
The Importance of Rebalancing Your Portfolio
Rebalancing your portfolio means bringing the portfolio back to the asset allocation levels specified in the financial plan. Not rebalancing can expose you to higher risk.
Why European Politics Are Likely To Take Center Stage in 2015
After a year with relatively less drama, European politics are likely to return to center stage next year.
Why demand for gold may be waning around the world
The fraction of total gold output held by central banks around the world has continued to decrease over the last decade and a sharp reversal in this trend is unlikely.
Why demand is rising for 3-year Treasury notes
The U.S. Department of the Treasury holds auctions for three-year Treasury notes (or T-notes) each month. Three-year notes are at the short-end of the yield curve.
High-Dividend Emerging Market Funds Offer A Cushion
High-dividend emerging market funds offer a cushion when you face market volatility.
Increased Life Expectancy Means A Longer Investment Horizon
Increased life expectancy means a longer investment horizon. With life expectancy increasing, young investors should invest in equities aggressively.
Must-know: Analyzing the 6-month Treasury bills auction
The share of primary dealer bids rose slightly. An increase in the percentage of primary dealer bids is a sign of weaker fundamental market demand.
Walmart: Price Wars In The United Kingdom’s Grocery Market
The United Kingdom has been one of the most successful overseas forays for Walmart (WMT). The company operates ~576 stores in the country.
Positive and negative effects on ExxonMobil’s returns
Currently, the biggest concern affecting Exxon Mobil (XOM) and other energy companies is the falling crude price and falling oil and gas production.
A key headwind: Why real interest rates affect gold prices
While I still believe that the precious metal should be a part of a diversified portfolio, I see four reasons why gold prices are likely to decline going forward.
Recommendation: Look to select areas of emerging market debt
Select areas of the EM debt sector hold good potential, as many of these countries exhibit low leverage levels and are currently funded through year-end.
Why US inflation data is important and how we measure it
U.S. inflation is not just a measure of growth and price pressure in the U.S. economy. It has more far-reaching consequences.
Must-know: American stocks have outshone the rest so far in 2014
Although better economic data over the next few months could support stocks, negative cues from Europe, the Middle East, or China could send stocks tumbling.
Connection Between Equities And High Yield Bonds
Equities and high yield bonds perform well when the economy is improving, and both underperform when the economy is slumping.
Why Chinese stocks are a bargain at current prices
Chinese equities look like a good long-term value considering that it’s still growing faster than developed countries and other EM countries.
Why you should consider adding frontier markets to your portfolio
In 2015, some of the smaller emerging, and even frontier markets have the potential to do well because that is where we have seen some of the best valuations and growth.
Geopolitical risks and unemployment data concern investors
Geopolitical tensions in the form of the Ukraine-Russia (or RSX) conflict, unrest in Syria, and the worsening Ebola outbreak in Africa have dampened investor confidence.
Why inflation affects stocks, bonds, and economic growth
Price stability in the economy is important for companies. The Fed’s 2% inflation target helps keep inflation expectations well-anchored. This informs pricing decisions, both selling and purchase prices.
Must-Know: Why Equities Still Have Some Headroom
Equities still have some headroom in that they seem to be a better option than cash or even Treasuries (TLT), which appear to be expensive.
VF Corp.’s Location, Manufacturing, And Supply Chain Advantages
VFC manufactures ~27% of its products in facilities operated by the company. The company owns 28 manufacturing facilities.
Faltering Growth In Europe Leads To Monetary Stimulus
As growth in Europe nosedived, the European Central Bank resorted to monetary aid.
Why gold outperformed other assets recently
Gold outperformed most global equities as fears of a global slowdown spooked investors.
Monster Beverage’s extensive line of energy drinks
Monster Beverage Corporation (MNST) emerged as a leader in energy drinks. It has a 14% market share in the world’s energy drink market.
Is Greek Political Instability A Tragedy In The Making?
It’s indeed déjà vu as a fresh round of worry over Greek political instability engulfs the Eurozone (EZU).
Key Catalysts Behind The US Dollar Rally In 2014
Can the US dollar rally continue? What does this mean for commodities? Russ answers these queries in his latest Ask Russ installment.
Know More: Bond ETFs Versus Equity ETFs
Stock ETFs (Exchange Traded Funds) and bond ETFs actually have quite a few things in common. Both vehicles typically track an index, both trade on an equity exchange, and both give investors exposure to a diversified portfolio of securities in one trade. However, because stocks and bonds trade very differently, it stands to reason that […]
Headwinds And Tailwinds For Lululemon Revenues This Year
Lululemon Athletica announced an increase of 10.4% in its revenues to $419.4 million in the third quarter of fiscal 2015 compared to $379.9 million in 3Q14.
Why Lululemon’s Distribution Channels Are A Competitive Advantage
LULU’s sale through wholesale channels is much lower than its competitors VF Corporation, NIKE, and Under Armour. This is why LULU’s margins are higher.
The Fed Delayed The Rate Hike—Despite The Lower Unemployment Rate
Despite the lower unemployment rate, the Fed delayed the US rate hike. Keeping interest rates low supports growth. It also supports the labor market.
The Coca-Cola Company versus PepsiCo: A battle of giants
The Coca-Cola Company (KO) and Pepsico, Inc. (PEP), are dominant players in the soft drinks market. Both companies own a strong portfolio of liquid refreshments and several brands.
Coca-Cola seeks opportunities beyond its current borders
Stagnant carbonated drink sales in developed markets have made soft drink makers like The Coca-Cola Company (KO) and PepsiCo, Inc. (PEP), look for opportunities in emerging markets.
Coca-Cola looks for growth opportunities beyond soda
According to Beverage Digest, US carbonated soft drinks (or CSD) volume declined by 3% in 2013 to 8.9 billion 192-ounce cases—back to 1995 levels.
Coca-Cola fights declining margins with productivity measures
The Coca-Cola Company (KO) has been implementing several efficiency initiatives to offset the impact of adverse market conditions and declining demand for carbonated soft drinks.