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...]
522: Investing in Emerging Markets with Ali Akay
Ali Akay, CIO of Carrhae Capital, answers why invest in emerging markets. He also shares with Greg Dowling of FEG insights on China, Mexico, South Korea, Argentina, Greece, Turkey, South Korea, and South Africa. Show Notes Emerging Unscathed: Featuring Ali Akay—FEG Insight Bridge Related Episodes 474: Are Emerging Markets Bonds a Once-in-a-Generation Opportunity? 411: Is Emerging and Frontier Markets Investing Still Worth It? – With Asha Mehta … [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...]
445: From Boom to Bust—Why China’s Stocks Lagged Behind Its Economy & Where to Invest Next
Explore the surprising disconnect between China's booming economy and its underperforming stock market, and discover where the next investment opportunities lie. Topics covered include: Show Notes State-Owned Enterprises Going Public: The Case of China by Xiaozu Wang, et al.—SSRN A Model of China's State Capitalism by Xi Li, et al.—SSRN Has China given up on state-owned enterprise reform? by Nicholas Borst—The Interpreter China Regulator’s New Slogan Fuels Buying Spree … [Read more...]
414 Plus: Emerging Markets Latin America Stocks, Bank Safety and Investing Lump Sums
In Plus episode 414, we review the current valuations of Latin American stocks, deconstruct historical performance, and develop estimates for returns over the next decade. We review ETFs for investing in Latin American stocks and consider the risks. We also review how to decide if a high-yield savings account at a bank is safe and how to be protected. Finally, we review investing a lump sum payment all at once or dollar cost averaging. Become a Member If you would like to … [Read more...]
411: Is Emerging and Frontier Markets Investing Still Worth It? – With Asha Mehta
Camden and David converse with Asha Mehta, Managing Partner & CIO at Global Delta Capital about the bullish case for emerging and frontier markets stocks as well as the risks. Topics covered include: Show Notes Power of Capital by Asha Mehta Global Delta Capital Episode Sponsors MasterClass - Get two annual memberships for the price of one at https://masterclass.com/mftrou Masterworks – invest in contemporary art Related Content The Opportunity and Risk … [Read more...]
347: Should You Invest in Frontier Markets?
What are the risks and opportunities of investing in frontier equity markets. Topics covered include: What are the criteria used to determine whether a country's stock market is considered a frontier, emerging, or developed marketWhy some countries aren't included in any MSCI stock indexHow large are frontier markets in terms of population, economic output, and equity marketsHow frontier market's favorable demographic profile make them attractive, but might not lead to higher investment … [Read more...]
233: Is An Emerging Markets Crisis Imminent?
What is the cause of the economic crisis in Argentina and how likely is it that other developing nations will experience a similar financing crisis. In this episode you’ll learn: Show Notes A Century of Decline - The Tragedy of Argentina - The Economist Pundits Predicting Panic in Emerging Markets - Chris Brightman, Michele Mazzoleni and Jonathan Treussard - Research Affiliates Episode Sponsors Policy Genius Episode Summary Host David Stein walks through the … [Read more...]
219 Plus: A New ETF, Realizing Gains, Money Market Funds and an Automated Investment Service
This week September 1, 2018, we look at a new levered ETF geared toward retirees in the distribution phase. We explore the timing of exercising options for a member who has the majority of his net worth in his former employer's stock. We evaluate the risk of money market mutual funds. Finally, we look at Transamerica PortfolioXpress, an automated asset allocation and rebalancing service for defined contribution plans. … [Read more...]
209: Why Bother Investing Internationally?
Is it worth investing outside your home country given the risk? Should you hedge currency risk? What is the impact of Chinese "A" share listed companies being added to emerging market indices. In this episode you’ll learn: What are the risks of investing outside your home country.What is the main reason to invest internationally.How have valuations of stocks have changed since 1993.Why U.S. investors should consider hedging currency risk but Canadian investors should … [Read more...]
