Investors have ventured from home markets over decades, but often to other markets with highly developed economies, property rights and rules of law. A review of how markets have emerged may be informative for investing ahead.
Rising Sun
Japan has long been called the “land of the rising sun”. For decades, however, its economy and stock market have failed to rise in step with the U.S. A review of key variables may be informative for investment strategy ahead.
Magnificent
Investors generally benefit from markets reaching new highs, particularly if they have exercised discipline to stay invested through lows and highs. A review of recent market cycles may be informative for investment strategy ahead.
Presidential Elections
A review of concurrent presidential election year events may be informative for investment strategy ahead.
Spending
The goal for investors supporting retirement living through portfolio withdrawals is to achieve a spending rate that neither falls short over time nor results in a constrained quality of life along the way.
Size
A review of some stock size characteristics can provide perspective for investing ahead.
Bonds
A review of bond yield trends and the mechanics of the bond investment itself can provide perspective for investing ahead.
Jumble
The pandemic brought a jumble to all facets of life. Financial markets reacted as expected, first pulling back with higher risk and then recovering on the backs of policy initiatives around the world. A review of some key relationships can provide perspective for economic activity and investing ahead.
Ratings
A review of sovereign debt levels, credit trends and relative ratings can provide perspective for economic activity and investing ahead.
Inversion
During a financial inversion, interest rates are lower for longer maturities, and financial visibility is poorer due to the relative higher cost of short-term borrowing. A review of prior periods can bring perspective for economic activity and investing as an inversion is underway.