Global ETFs Are Thriving, But Are They Cost-Effective?
ETFs offer additional ways to diversify portfolios and control risk.
Authored by: Robert Lang
Why We Believe U.S. Equities Are Still Overvalued
The S&P 500, while not exorbitantly expensive as in 2000, remains pricey nonetheless.
European Bonds: Choose Your Benchmark Wisely
The benchmark choice may be more important than valuations.
Looking for Themes in a Range-Bound Market
Large-cap indices are benefiting from high-quality stocks this year.
What Next for Equities?
Following a period of stellar earnings growth, U.S. equity valuations have improved, but remain high as earnings momentum begins to decelerate.
The Perils of Market Timing
What happens if a market timer misses the most important days or months?
Underweight Small Caps?
Investors should seek quality, not necessarily different capitalization sectors.
The FTSE All-Share: Searching for Fair Value
In order for future real returns to approach those of the last 45 years, unless one makes the highly optimistic assumption of a further expansion in the multiple, either real earnings must compound at a significantly higher rate, or dividend yields must rise.
Last Hurrah for the US$?
Shifting exchange rate policies in Asia may push the U.S. dollar down further.
Small-Cap Equities: Are They Worth the Risk?
When building return forecasts, be wary of extrapolating past periods of underperformance.