Global Investing

HAVE SOME INVESTMENT EXPOSURE IN CHINA

October 26, 2018

HAVE SOME INVESTMENT EXPOSURE IN CHINA

Morningstar Analyst Favorites:

  • Matthews China (MCHFX)
  • Matthews China Dividend (MCDFX)
  • SPDR S&P China ETF (GXC)

Watch the related WEALTHTRACK episode.

REVIEW YOUR INTERNATIONAL STOCK EXPOSURE AND CONSIDER MAKING SOME MODEST ADDITIONS

September 28, 2018

REVIEW YOUR INTERNATIONAL STOCK EXPOSURE AND CONSIDER MAKING SOME MODEST ADDITIONS

  • International markets have lagged the U.S.
  • International stocks are getting cheaper:
  • • Pressure from rising U.S. interest rates
  • • Strengthening dollar
  • • Escalating trade tensions

Watch the related WEALTHTRACK episode.

CONSIDER OWNING INTERNATIONAL SMALL CAP STOCKS

May 11, 2018

CONSIDER OWNING INTERNATIONAL SMALL CAP STOCKS

  • Big & diverse universe
  • Operate in countries representing 75% of world GDP
  • Under-owned asset class
  • Multi-year period of underperforming its historical average
  • Much less expensive than American counterparts
  • Track record of beating Small Cap U.S. stocks with less volatility
  • Source of income
  • 83% pay dividends vs. 43% U.S. Small Caps pay dividends

Watch the related WEALTHTRACK episode.

SEEK THE ADVICE AND ANALYSIS OF INDEPENDENT THINKERS

May 4, 2018

SEEK THE ADVICE AND ANALYSIS OF INDEPENDENT THINKERS

  • Best strategists and money managers are not afraid to take contrarian positions
  • Sometimes really stick their necks out if research shows the market is wrong
  • Work for firm that encourages independent thinking and expects challenges to conventional wisdom

Watch the related WEALTHTRACK episode.

CONSIDER INVESTING IN A SMALL CAP INTERNATIONAL FUND

February 23, 2018

CONSIDER INVESTING IN A SMALL CAP INTERNATIONAL FUND

  • Regional diversification: many do business within their home countries
  • A history of outperforming large-cap competitors
  • Not widely followed, giving active managers a better shot at outperformance

Watch the related WEALTHTRACK episode.

Back to Top