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Kathleen Beichert

By Kathleen Beichert | 2/5/2014
Are clients concerned about the recent volatility in the emerging markets? Here’s a take from my colleague Justin Leverenz, Director of Emerging Market Equities.Anxiety about emerging markets (EM) continues following a difficult year for the asset class in 2013. Emerging markets have been troubled... READ MORE
By Kathleen Beichert | 10/1/2013
Brian Levitt, OppenheimerFunds Senior Economist, shares his recent thoughts on emerging market equities below. — Kathleen After declining for much of the year on concerns over slower global growth, emerging market (EM) equities have staged a relief rally in recent weeks. While the initial move up... READ MORE
By Kathleen Beichert | 9/18/2013
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... READ MORE
By Kathleen Beichert | 7/8/2013
Foreign and domestic fixed income markets have reacted strongly to the prospect of U.S. Federal Reserve tapering. Interest rates have increased in most developed markets, and 10-year U.S. Treasury rates rose from 1.62% on May 2nd to 2.59% on June 24. The strong reaction across markets prompted... READ MORE
By Kathleen Beichert | 6/6/2013
As U.S. equity markets continue to surpass nominal highs in 2013, investors may be wondering how international markets — which account for nearly half of global equity market cap these days — are faring. International markets have rebounded off their 2009 lows, and several markets have even posted... READ MORE
By Kathleen Beichert | 5/23/2013
Global equities, broadly, are rallying, with year-to-date returns in several markets reaching high single and even double digits. The one glaring exception is the emerging world. Year to date, emerging market indices have underperformed their developed world counterparts. Why?Although you can’t... READ MORE
By Kathleen Beichert | 5/14/2013
A current concern among government leaders, economists and investors alike is inadequate and unbalanced global growth. While the world continues to face considerable challenges resulting from the 2007-2008 global financial crisis, investors who look beyond the imperfections in the global economy... READ MORE
By Kathleen Beichert | 4/25/2013
The nation’s largest defined benefit public pension plans increased their exposure to international equities last year by a significant 21.4%, according to a recent Reuters report. [1. Reuters, “U.S. Public Pension Holdings Highest Since 2007 Peak,” Census, March 28, 2013.] These pension plans... READ MORE
By Kathleen Beichert | 3/15/2013
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.[1. Int’l Markets Nudge Investors to Active Managers, Feb. 26, 2013.]There are many facets to the active... READ MORE
By Kathleen Beichert | 1/31/2013
Historically, investors have demanded higher compensation — usually in the form of higher yields — to lend to a high debt, low growth nation than they would a low debt, high growth one. But as the chart below shows, today’s global bond market reflects quite the opposite. The sovereign debt issued... READ MORE
By Kathleen Beichert | 10/29/2012
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... READ MORE
By Kathleen Beichert | 10/23/2012
The average crediting rate for stable value funds was about 2.73% as of March 31, 2012, according to the Stable Value Industry Association. Interest rates on high-quality U.S. bonds reached new lows this year, after falling steadily for decades. Inflation has averaged around 4.5% since 1970.So why... READ MORE
By Kathleen Beichert | 9/29/2012
At OppenheimerFunds, our perspective is that diversification comes from having a portfolio positioned to take advantage of economic progress all over the world while seeking to protect and grow long-term purchasing power. Over the past generation, the global economic, political and social... READ MORE

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