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. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More … [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: Show Notes Emerging Local Debt: A Once-In-A-Generation Opportunity? by Victoria Courmes—GMO EM Sovereign Defaults at Record Level, but Rating Outlooks More Balanced—Fitch Ratings The big opportunity in emerging market debt by Victoria Courmes—The Financial Times Default Risk Fades in Emerging … [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. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » 429 Plus Show Notes Stocks as a Hedge against Inflation: Does Corporate Profitability Keep Up with Inflation? - … [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...]
