The following chart shows the returns of various indices from 1996 thru 2015. Emerging markets were hot from 2003 until 2007. After a huge jump in 2009 their returns have been average to worse since then. Click to enlarge Source: Lazard Asset Management Download: Annual Returns of Key Indices Chart 1996-2015 (in pdf) The above chart …
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Diversification is one of the simplest and smart way to reduce risk in a portfolio. In order to be successful in the long-term with equity and bond investing, investors need not take unnecessary risks like putting all eggs in a single stock or a handful of stocks or bonds. To benefit greatly from diversification, investors …
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Emerging equity markets were performing well this year until the US elections. But the outcome of the election adversely impacted these markets. Now with the election of Trump returns in many emerging markets have reversed course and lost much of the gains made year-to-date. Below is the YTD returns of select emerging market indices: China’s Shanghai Composite: …
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Mid-cap stocks are generally defined as stocks with market caps of under $2 billion or $5 billion. These companies tend to have bigger growth potential since they are small and many of these companies tend to be less followed by investors and Wall Street alike. Listed below are five under-the-radar US stocks that investors can …
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Interest rates are projected to rise sometime later this year or next year. This has many income investors worried as rising interest rates is not good for income stocks such as utilities. However Richard Turnill, BlackRock Global Chief Investment Strategist at Blackrock noted in a blog post that dividend-paying stocks are still preferred to own in a …
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