Recent Articles

EM Investors Should Not Fear the Fed

June 19, 2017 | Author: Edward Kerschner, CFA | Categories: Chart of the Week, Emerging Markets

Despite fears that Fed tightening would put pressure on emerging markets (EM), after four hikes since 2015 they have led the world's stock markets. Likely underlying this performance was the gross domestic product (GDP) growth differential between EM and developed markets (DM) which is expected to have increased in 2016 for the first time since 2011....
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Finding Sustainable Income is Critical

June 12, 2017 | Author: Columbia Threadneedle Investments | Categories: Chart of the Week, Equity Income and Dividends

Investing in this new rate regime, where we don't have the falling interest rate background, creates a much more challenging environment for investing. Not just in bonds, but bonds and stocks. In this video, Chief Portfolio Strategist Ed Kerschner describes how unusual the last four decades have been and cautions investors that it might be more challenging to invest when you don't have declining interest rates in the background....
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High P/E Means Overvalued? - An EM Myth

June 05, 2017 | Author: Edward Kerschner, CFA | Categories: Chart of the Week, Emerging Markets

High P/E Means Overvalued? - An EM Myth
Investors often assume that a high price to earnings (P/E) ratio means a particular sector is overvalued and cannot outperform, while a low P/E ratio means the sector is cheap, undervalued and generates outperformance. However this is not necessarily true within emerging markets....
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Emerging Markets and Commodities - The Missing Link

May 30, 2017 | Author: Edward Kerschner, CFA | Categories: Chart of the Week, Emerging Markets

Emerging Markets and Commodities - The Missing Link
Many investors are of a view that emerging markets (EM) are a commodity play and highly influenced by the movement in commodity prices. However in recent years we have seen a paradigm shift between the EM - Commodity relationship, with that correlation averaging just 48% over the past 24 months; arguably the beginning of a return to the "old normal"....
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The Impact of a Dividend Cut

May 22, 2017 | Author: Edward Kerschner, CFA | Categories: Chart of the Week, Equity Income and Dividends

The Impact of a Dividend Cut
Dividend growers and initiators have outperformed non-dividend paying stocks as well as the S&P 500 geometric equal-weighted total return index. But selecting dividend growers/initiators can be improved upon by avoiding companies that reduce their dividends before that action....
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