Global Investing

Global Investing

Global Investing focuses on how participants are underweighted in international investments and how they can improve outcomes by leveraging them.

The New Global Geography of Investing

Many plan sponsors continue to maintain 80% or more of their equity allocation in domestic stocks, despite the fact that U.S. companies now account for only about half of the total global market capitalization and a far lower percentage of revenue. In a new white paper from Portfolio Evaluations, investment analyst Christina Popova argues that a greater global focus is required to truly diversify a portfolio’s exposure and broaden its potential sources of investment returns.   Read More

Why DM Debt Has Become More Attractive

Since May, interest rates around the world have generally risen, led by the U.S. and its Federal Reserve initiating a discussion on tapering its asset purchases. At OppenheimerFunds we continue to believe that the Fed will not actually begin hiking its policy rate until 2015, but the potential for tapering can be viewed as the first step in a process of transitioning monetary policy from easing to tightening.   Read More

Going Global? Think Active

FundFire, citing 2013 as the year of international equities and shedding of home bias, recently reported that institutional investors are increasingly turning to active global ex-U.S. strategies. There are many facets to the active-versus-passive debate, but many investors believe active management adds alpha — particularly in the less-efficient overseas markets.   Read More

Evaluating DC Plan Options? Challenge the Conventional Wisdom

It’s been a couple of months since DC plan sponsors received DOL-mandated fee disclosure statements from their service providers, and participants have had a few weeks to review — or ignore — the fee and performance benchmark information shared with them. And while one potential outcome is more attention to fund options, the fact is plan sponsors have already been active, with nearly two-thirds of 401(k) plans changing their investment offerings in 2011, up from just 19% in 2009.   Read More