Growth stocks are getting hammered this year for good reason. In a rising interest rate environment growth stocks perform poorly relative to value stocks. When rates increase investors are reluctant to pay premiums for companies whose profits are projected in the future. Companies with no earnings but great ideas or projections fare even worse. Many …
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Many emerging markets have held up well so far this year relative to their developed world peers. These markets are performing well for many reasons including rising commodity prices. Countries such as Brazil, Chile in Latin America, South Africa in EMEA and Malaysia in the Asian region are in the positive year-to-date. With that said, …
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One of the important factors for success with investing in equities is diversification. While diversification can be done in many ways, one way investors can benefit is to own overseas stocks in addition to stocks from their local market. This is because different markets perform differently each year and also putting all assets in a …
The Mercer Periodic Table of Annual Investment Returns for New Zealand Equity Markets from 2012 to 2021 is shown in the chart below. This is similar to the Australian version of this chart we reviewed a few weeks ago. Click to enlarge Source: Mercer An interactive version of the above chart and other valuable charts can …