Source: Morningstar Direct November 2015. 10-year return as of September 2015.
This blog is from the November issue of Portfolio Perspectives.
How good is your stock picking? Is it good enough to wager your retirement future on it? What happens if you are unlucky and pick the wrong stocks? Continue reading
Past performance does not guarantee future results. Indexes are unmanaged baskets of securities in which investors cannot directly invest; they do not reflect the payment of advisory fees or other expenses associated with specific investments or the management of an actual portfolio.
International and emerging markets involve additional risks, including, but not limited to, currency fluctuation, political instability, foreign taxes, and different methods of accounting and financial reporting. As a result, they may not be suitable investment options for everyone. Emerging Markets represents securities in countries with developing economies and provide potentially high returns. Many Latin American, Eastern European and Asian countries are considered emerging markets.
March, 2014: MSCI’s China A-share Index (MSCI China A International Index) Hovers Around $28001
At the time of the above headline, index provider MSCI announced a roadmap to add China A-share to its Emerging Markets Index in 2015.2 I personally recall this announcement being a big deal! Why? Well, the Chinese A-share marketplace is notorious for discriminatory quotas against foreign investors, among other detractors.
This was a significant decision for a $1.7 trillion index as it implied that roughly $22 billion would be invested in China by fund managers based on the new, estimated 1.3% index weight to China A-shares.3 Continue reading