One of the ways to gain exposure to emerging markets is to invest in developed world companies that have a significant presence in emerging markets. Among the developed world companies, many large-cap European firms have big operations in emerging markets and derive a large portion of their revenue from those markets. Hence by investing in …

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When the S&P 500 index rises commodities usually follow. Commodities, as represented by the CRB Commodity Index and the S&P 500 run generally higher based on economic growth expectations. From the lows of 2009, S&P’s strong rebound coincided with a run up of commodities. However after 2012 the S&p 500 and CRB commodity Index started …

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Sir John Marks Templeton was a pioneer global investor who founded the Templeton Mutual Funds. An extraordinary man he was very smart even in his early life. He was a superb stock picker. In 1939 when investors were fleeing the markets due to World War II  he bought 100 shares of each stock that was …

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The S&P 500 is up 26.72% YTD in terms of price returns and 29.22% based on total returns. Given the strong up this year, many investors are wondering if U.S. stocks are overvalued or fairly valued. With about a month to go this year, any further run to the upside will make the returns even …

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European equities have performed well so far this year with most of the major benchmark indices up by double digit percentages similar to the S&P 500. Despite the run up European stocks have more room to grow as most of the economies recover and years of sovereign debt crisis issues are well behind us and …

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