Investors navigating the marketplace in 2015 faced numerous challenges, including US$ strength, commodity market stresses, and global growth concerns. To a large extent, asset class returns were either unexceptional or downright difficult. This brief chart book reviews returns and other metrics for the calendar year.
Heading into 2016, we remain constructive on Japanese equities versus US equivalents and are broadening our recommendation to include Japanese small- and mid-cap stocks.
2015 looks likely to go down as a year to forget for many investors, and 2016 may bring only slight improvement.
Considering climate factors is an economic risk management and opportunity capitalization issue core to prudent investing for the long term.
Ongoing growth headwinds, an earnings recession, and still-elevated valuations make us skeptics that US equities’ four-year bull market can continue much longer.
Frontier markets equities present an interesting opportunity for long-term investors with an understanding of the risks and pitfalls of this asset class.
This chart book presents representative marketable and hedge fund manager performance for third quarter 2015.
Global value style equity investing has been challenged in 2015, but long-term investors may be well served by staying the course, as the time to rebalance further into value may be on the horizon.
No. We continue to advise small overweights to Asia ex Japan or emerging Asia relative to US equities, but would not suggest investors add more substantial overweights unless they have an exceptionally long time horizon and the ability to tolerate substantial volatility. The risks to emerging markets are well known. Commodity weakness, a slowdown in…
The Saudi equity market is closer to presenting an interesting opportunity for international investors than this time last year.