Archive of entries posted on June 2013

Knowledge is Power: Greece, Flying, Emigration Edition

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EM sell-off may have further to run (beyondbrics) World’s Largest Oil and Gas Companies (Petro Strategies) Europeans emigrating in droves (MarketWatch) Which of the emerging economies is afraid of higher interest rates? (Deutsche Bank Research) Greece first developed market cut to ‘emerging’ status after 83% stock plunge (Financial Post) Global Report: The uncomfortable truth about Bangladesh (Canadian Business) Carmignac Gestion …

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Why Income Investors Should Consider Foreign Dividend Stocks

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Many developed equities generally have higher dividend yields than U.S. stocks. For example, the dividend yield on the S&P 500 has remained around a low 2.0% for many years now. However it is possible to earn much higher yields by investing in companies in other developed markets such as Germany, Australia, Singapore, etc. In countries …

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Download: Credit Suisse Global Investment Returns Yearbook 2013

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Every year Credit Suisse publishes their famous Global Investment Returns Yearbook. This year’s version was released in February. As usual this year’s report include a ton of fascinating charts and data. Here is one chart: Click to enlarge Figure 11 highlights the contrast with the past. The two sets of bars on the left are taken from Figure 1 …

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Why Holding Bonds is Important in a Well-Diversified Portfolio

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The yield on the 10-year Treasury note rose about 0.08% to close at 2.16% on Friday.The 30-year U.S. Treasury bond rose 0.07% and closed at 3.32%. The yield on the 10-year Treasury bond rose dramatically by 27% in last month alone. Bond yields and prices are inversely related to each other. Hence as yields rise …

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Knowledge is Power: Tennis, Robber Barons, Emerging Markets Edition

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Time for a change of approach in Europe?,  Invesco Perptual The problem with tennis in America, DNA American decline has been exaggerated: Olive, The Star Cable companies as robber barons (The Guardian) Why you should ignore the “slowdown” in emerging markets (Trustnet) What Silicon Valley can teach Canadian businesses about ‘lean innovation’ (Financial Post) Singa lion, Singapore