Sentences with phrase «international equity portfolios»

In 2014 James assumed Portfolio Management responsibilities for a number of the team's International Equity portfolios.

[2] Reproduced with permission from Sercu and Vanpee (Home Bias in International Equity Portfolios: A Review, Leuven School of Business and Economics Working Paper, 2007).

[1] That has been changing as the spreads between hedged international equity portfolios and unhedged international equity portfolios has widened considerably in recent months, and they may widen even more, all else being equal, if other major currencies continue to weaken relative to the U.S. dollar.

[2] Over the long term, hedged and unhedged international equity portfolios have tended to perform similarly.

He is responsible for building and leading a global equity investment team, and managing global and international equity portfolios.

Prior roles at MFS include institutional equity portfolio manager of the firm's global and international equity portfolios and product manager.

David A. Antonelli is a vice chairman, investment officer and international equity portfolio manager at MFS Investment Management ® (MFS ®).

Retz Reeves is the international equities portfolio manager at Islamorada Investment Management (IIM) and utilizes a value - based approach.

Finally, the long - term strength in the dollar boosts the case for considering strategies that can help insulate an international equity portfolio from the impact of weak foreign currencies, such as currency hedged exchanged traded funds (ETFs).

The International Equity Portfolio invests in high - quality, growing companies outside of the United States.

Harding Loevner International Equity Portfolio has an Equity Income Objective, seeking to achieve income and capital appreciation.

Benjamin Stone is an investment officer and international equity portfolio manager for MFS Investment Management ® (MFS ®).

Before joining the Firm, Sharpe was International Equities Portfolio Manager at the State Teachers Retirement System of Ohio, where he managed a $ 2 billion value portfolio.

Our International Equities Portfolio Manager, Mark Grammer, discusses his top international picks and answers questions from the audience.https: / / www.bnn.ca/market-call/full-episode-market-call-for-thursday-march-22-2018~1347984 ...

Not exact matches

James Ayer, portfolio manager of the Oppenheimer International Equity Fund, believes they can.

Yale's domestic and international stock exposure outperforms the Absolute Return portfolio most years, but doesn't diversify or hedge a portfolio generating most of its returns from private equity

IXUS offers an extremely broad portfolio of international equities, tracking the same index that we use for our segment benchmark.

He then joined Lepercq de Neuflize & Co. as Chief Investment Officer and Portfolio Manager of International Equities.

Templeton gave the company a strong portfolio of international equity funds as well as the expertise of emerging markets guru Dr. Mark Mobius, who, during his distinguished career, spent more than 40 years working in emerging markets all over the world.

Prior to this role Stuart was a Portfolio Manager in the Global Active Quantitative Equity Team where his responsibilities included management of the global and international small cap strategies, coordination with the European team across all group strategies as well as research within the team.

In both ways, the Hussman Funds can contribute to a well - constructed, diversified portfolio that includes U.S. equities, international equities, U.S. Treasury securities, and as appropriate, precious metals shares, U.S. agency securities, investment grade corporate bonds, and Treasury inflation - protected securities.

Leila Heckman, head of international equities at Lebenthal Asset Management, joined us for our monthly Salon to discuss the increased acceptance of global diversification among portfolio managers and the reasons behind her approach to investing.

I've long recommended that international stocks should comprise about a third of one's equity portfolio.

The Three Fund Portfolio uses three basic asset classes: Domestic (US) Equities, International Equities, and Bonds.

Portfolio managers often like to include an international equity component to expose the investor to economies other than the United States.

Prior to joining MFS in 2015, Chris was a vice president of Eaton Vance Management, director of product and portfolio strategy for equity mandates and an institutional portfolio manager for Eaton Vance's broad suite of equity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors stratequity mandates and an institutional portfolio manager for Eaton Vance's broad suite of equity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors stratequity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors stratEquity, Parametric Emerging Markets and the Richard Bernstein Advisors strategies.

Before that she spent three years at Fidelity International as a UK institutional client director and 14 years at UBS Asset Management (formerly Phillips & Drew) as a UK institutional client director, pan-European equity analyst and UK portfolio manager.

He is a member of the emerging market equity and international small - cap portfolio management teams.

Wilson recommends investors emphasize international over domestic equities and upgrade their bond portfolios, avoiding high yield.

Benjamin Stone, IIMR, is an investment officer and international equity value portfolio manager at MFS Investment Management ® (MFS ®).

A theoretical efficiency frontier using data since 2007 suggests the new starting point for the international equity allocation is two - thirds of the equity portfolio (see the chart below).

In just over three years, OurCrowd has established itself as a major international force in the equity crowdfunding industry, investing over US$ 320 million from its «crowd» of 16,000 accredited investors in its portfolio of 100 companies and five funds, which span major investment sectors including Mobility and Transportation, Machine Learning, Cybersecurity, Digital Health, Agtech, Big Data, and Robotics.

Prior to MFS he worked for nine years at Putnam Investments in various roles in Boston, London, and Tokyo, including equity analyst and sector - sleeve portfolio manager for international core equity strategies.

To make the case, we provide three examples that demonstrate how international equity exposure can enhance portfolio performance.

A well - rounded portfolio for most investors should include international equities and sectors that are underrepresented in Canada.

The SPDR Portfolio ETFs cover a range of core portfolio exposures, such as fixed income, domestic stocks, emerging market stocks and international Portfolio ETFs cover a range of core portfolio exposures, such as fixed income, domestic stocks, emerging market stocks and international portfolio exposures, such as fixed income, domestic stocks, emerging market stocks and international equities.

On the other hand, in less efficient asset classes — such as small - cap, mid-cap or international equities — active portfolio managers may have a greater opportunity to outperform.

The possibility of higher tariffs could reduce global growth, but it may have a larger effect on the U.S.. That's why we think it's important to continue to own both U.S. and international equity investments in appropriate amounts, keeping your portfolio well - diversified internationally.

In addition, rotating performance is one of the reasons international equities improve your portfolio's diversification.

Oakmark, Oakmark Equity & Income, Oakmark Global, Oakmark International Funds and Oakmark International Small Cap: The Funds» portfolios tend to be invested in a relatively small number of stocks.

International Private Bank seeks seasoned Portfolio Manager with Global Equities experience

Prior to his current position, he served in a variety of roles including senior international strategist, portfolio manager for the equity portion of Compass ETF portfolios, and fixed income trader.

Portfolio Manager and Chief Investment Officer — International Equity David Herro is featured in Bloomberg Markets about his investment career along with his founding of the Oakmark International Fund, which celebrates its 25th anniversary this year.

As the Oakmark International Fund celebrates its 25th anniversary, Portfolio Manager and Chief Investment Officer - International Equity David Herro reflects on the Fund's performance, thanks shareholders for their support and recognizes those who have contributed to its success.

Outside of a larger position in equities, the allocation to international stocks in the sample retirement portfolios is about a third.

Investors need to keep their portfolios in balance between U.S. and international equity.»

As for what the above means for portfolios, investors may want to consider sticking with a few key themes: a preference for stocks over bonds, a healthy allocation to international equities given that U.S. stocks do look relatively expensive, and an opportunistic stance in fixed income.

Russ Koesterich explains why most retirement portfolios should contain more equities, more international exposure and a greater diversity of bonds than many would expect.

As a general rule, most retirement portfolios should contain more equities, more international exposure and a greater diversity of bonds than many would expect.

Alongside managing a successful private equity portfolio, Gower heads phil & teds - an international, multi-brand company that's proud to be one of the world's leading inventors, designers and marketers of juvenile products.