Global Investing

Global Investing focuses on how participants are underweighted in international investments and how they can improve outcomes by leveraging them.

By Jerry Bramlett1/7/2015 • 0 Comments

Researchers have predicted that equity returns will suffer once the Baby Boomers begin to retire, since retirees are less inclined to invest in stocks given their need for income and their shorter investment time horizon. READ MORE

By Jerry Bramlett12/17/2014 • 0 Comments

There’s a lot of fear in the market. Though that fear was sparked by a huge drop in oil, today’s geopolitical backdrop provides additional sources of fear that further increase investor angst. READ MORE

By Jerry Bramlett12/10/2014 • 0 Comments

As it relates to the recent downward pressure on emerging market returns, it certainly seems that EM has entered a perfect storm of geopolitical and economical events.

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By Jerry Bramlett9/9/2014 • 0 Comments

A Money magazine article published Sept. 2, “Why Your 401(k) May Only Return 4%,” makes this point: “The biggest dilemma in retirement investing may be how hard it will be to grow our savings in the next decade.”

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By John Iekel7/21/2014 • 0 Comments

Investing in microcap companies can be easy and attractive — their stocks are low-priced. But as a recent SEC posting notes, the risks in investing in microcaps include volatility and liquidity.
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By John Ortman7/17/2014 • 0 Comments

Many plan sponsors continue to maintain 80% or more of their equity allocation in domestic stocks, despite the fact that U.S. companies now account for only about half of the total global market capitalization and a far lower percentage of revenue. In a new white paper from Portfolio Evaluations, investment analyst Christina Popova argues that a greater global focus is required to truly diversify a portfolio’s exposure and broaden its potential sources of investment returns. READ MORE

By Jerry Bramlett6/19/2014 • 0 Comments

A new study from Principal concludes that investors need to be more selective in both the countries they choose to invest in and the selection of individual securities in those countries. But there’s more to the emerging markets picture.

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By Kathleen Beichert2/4/2014 • 0 Comments

Are clients concerned about the recent volatility in the emerging markets? Here’s a take from my colleague Justin Leverenz, Director of Emerging Market Equities. READ MORE

By Fred Barstein11/12/2013 • 0 Comments

As the world economy changes, so should the indices that track them, argues Capital Group. At this week’s Schwab Impact conference, Capital Group’s Rob Lovelace, grandson of the firm’s founder, will present a new global index based not on where a company is domiciled but where they earn their revenue. READ MORE

By Fred Barstein10/29/2013 • 0 Comments

Mining the audited 5500 reports of the largest DC plans (accounting for about 80% of assets), BrightScope recently released its list of the top 20 international stock funds. International funds have become a favorite in DC plans looking for diversification, with funds tending to have less correlation with domestic equities. READ MORE

By Kathleen Beichert10/1/2013 • 1 Comments

Brian Levitt, OppenheimerFunds Senior Economist, shared his thoughts on emerging market equities recently. Here's a peek. READ MORE

By Kathleen Beichert9/18/2013 • 1 Comments

Since May, interest rates around the world have generally risen, led by the U.S. and its Federal Reserve initiating a discussion on tapering its asset purchases. At OppenheimerFunds we continue to believe that the Fed will not actually begin hiking its policy rate until 2015, but the potential for tapering can be viewed as the first step in a process of transitioning monetary policy from easing to tightening. READ MORE

By Kathleen Beichert7/8/2013 • 0 Comments

Foreign and domestic fixed income markets have reacted strongly to the prospect of U.S. Federal Reserve tapering — prompting Richard Fisher, president of the Dallas Federal Reserve, to liken big money to “feral hogs” in a recent interview. READ MORE

By Kathleen Beichert6/6/2013 • 0 Comments

As U.S. equity markets continue to surpass nominal highs in 2013, investors may be wondering how international markets — which account for nearly half of global equity market cap these days — are faring. READ MORE

By Kathleen Beichert5/23/2013 • 0 Comments

Global equities, broadly, are rallying, with year-to-date returns in several markets reaching high single and even double digits. The one glaring exception is the emerging world. Year to date, emerging market indices have underperformed their developed world counterparts. Why? READ MORE

By Kathleen Beichert5/14/2013 • 0 Comments

A current concern among government leaders, economists and investors alike is inadequate and unbalanced global growth. Investors who look beyond the imperfections in the global economy will notice that macro conditions in important parts of the world have been improving. READ MORE

By Kathleen Beichert4/25/2013 • 0 Comments

Take a cue from the “smart money” and encourage do-it-yourself participants to be forward-thinking and invest in a more globalized future. And reevaluate: Are the international equity allocations you’re using in your custom target date or target risk models positioned for the past — or the future? READ MORE

By Kathleen Beichert3/15/2013 • 0 Comments

FundFire, citing 2013 as the year of international equities and shedding of home bias, recently reported that institutional investors are increasingly turning to active global ex-U.S. strategies. There are many facets to the active-versus-passive debate, but many investors believe active management adds alpha — particularly in the less-efficient overseas markets. READ MORE

By Kathleen Beichert1/31/2013 • 0 Comments

Historically, investors have demanded higher compensation — usually in the form of higher yields — to lend to a high debt, low growth nation than they would a low debt, high growth one. But today’s global bond market reflects quite the opposite. READ MORE

By Kathleen Beichert10/29/2012 • 0 Comments

It’s been a couple of months since DC plan sponsors received DOL-mandated fee disclosure statements from their service providers, and participants have had a few weeks to review — or ignore — the fee and performance benchmark information shared with them. And while one potential outcome is more attention to fund options, the fact is plan sponsors have already been active, with nearly two-thirds of 401(k) plans changing their investment offerings in 2011, up from just 19% in 2009. READ MORE

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