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Global Investing

BY John Ortman | 1/7/2015
For some time now, different researchers have predicted that once the Baby Boomers begin to retire, equity returns will suffer. The theory is that retirees are less inclined to invest in stocks given... Read More
BY Jerry Bramlett | 12/17/2014
As noted in a Dec. 15 Bloomberg article, “VIX Note Volume Proving Prescient as Volatility Surges,” the VIX, “a measure of trader anxiety that has spent most of the year hovering... Read More
BY NAPA Net Staff | 12/10/2014
Recently I meet a DCIO wholesaler at a conference who was promoting his firm’s newly developed target-date funds. I asked about their emerging market (EM) allocation and he said that their... Read More
BY Jerry Bramlett | 9/9/2014
A Money magazine article published Sept. 2, “Why Your 401(k) May Only Return 4%,” makes this point: “The biggest dilemma in retirement investing may be how hard it will be to... Read More
BY John Iekel | 7/21/2014
Investing in microcap companies can be easy and attractive — their stocks are low-priced. But as a recent SEC posting notes, the risks in investing in microcaps include volatility and liquidity... Read More
BY John Ortman | 7/17/2014
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... Read More
BY Jerry Bramlett | 6/19/2014
Principal Global Investors and The Principal Financial Group® released a report this week, Not All Emerging Markets are Created Equal. Principal commissioned the independent study, which was... Read More
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)... Read More
BY Fred Barstein | 11/12/2013
As the world economy changes, so should the indices that track them, argues Capital Group. At this week’s Schwab Impact conference, Capital Group’s Rob Lovelace, grandson of the firm’s founder, will... Read More
BY Fred Barstein | 10/29/2013
Mining the audited 5500 reports of the largest DC plans (accounting for about 80% of assets), BrightScope recently released its list of the top 20 international stock funds. International funds have... 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,... 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... 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... 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... 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,... 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... 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... 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.... 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... 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... 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... 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-... Read More
BY Steff Chalk | 8/9/2012
[caption id="attachment_219" align="alignright" width="150" caption="More 401(k) Participants Turning to Professionals for Help"][/caption]Donec non nunc lectus, ut elementum ante. Vestibulum quis... Read More

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