By looking outside their home market, investors can expand their choices and opportunities for higher expected returns. A global approach can also enhance diversification, which may help reduce portfolio risk and volatility.
A historical analysis of active US-domiciled equity funds finds no meaningful relation between market volatility and managers’ success rates; the implication is that traditional active investments may compound your concerns during times of market uncertainty.
Nearly a century of US stock market data suggests that making investment decisions based on control of the chambers of Congress is unlikely to lead to better investment outcomes.
This (lower expected returns) is generally what we see for stocks of companies once they grow to become among the largest in the market. In other words, investors should be careful about equating expected company success with expected stock returns.
The term “ESG” relating to investing has been in the news more and more lately. I think there is a lot of confusion about this topic. I think this short article will help you put it into perspective.
It’s critical to fully understand, whether you’ve asked someone to serve as your successor trustee, or you agreed to be someone else’s successor trustee, what you face in that role.
