In Plus episode 541, we review the Money for the Rest of Us Plus asset class return assumptions from a decade ago to see how our predictions turned out. We look at how to invest in emerging markets local currency bonds and the reasons for doing so. Finally, we answer a member's question on the model portfolios. … [Read more...]
474: Are Emerging Markets Bonds a Once-in-a-Generation Opportunity?
Some analysts suggest that now is an incredibly attractive entry point to invest in emerging market bonds. We look at how to do this and whether you should. Topics covered include: How emerging markets bonds have performed relative to U.S. bonds How frequently have emerging markets bonds defaulted What is the difference between local currency and U.S. dollar-denominated emerging markets bonds Why emerging markets nations are reforming What are the ways to invest in … [Read more...]
429 Plus: Stocks and Inflation, Emerging Markets Bonds
In Plus episode 429, we consider how stocks perform during periods of high inflation by looking at the example of Argentina and a recent academic study on the topic. … [Read more...]
281 Plus: Mid Month Update, Conditions for Emerging Market Bonds and REITs
In Plus episode 281 for the week of December 21, 2019, we review the performance of financial markets month-to-date, and recent releases of leading economic indicators. We also review current valuation metrics for emerging market bonds and REITs to see if the environment is appropriate to be increasing exposure. … [Read more...]
