XTR has significantly more in bonds, as well as only a small amount of foreign equities; ZIM has much
more global diversification.
Not exact matches
They offer fully managed accounts and also
more specialized programs, such as their Thomas Partners dividend growth strategy and their Windhaven Strategies, which specializes in
global diversification.
Global investing can provide
more portfolio
diversification and has the potential for investment opportunities in emerging markets around the world.
Indeed, while international
diversification is a sensible idea for most U.S. investors, its benefits may be even
more likely to accrue in the coming years, given that U.S. stocks are
more expensive than their international counterparts and the United States» relative share of the
global economy is declining.
The funding, according to the company, «will be used to fuel a
global growth plan and
diversification strategy focused on making the platform even
more responsive to mainstream customers» needs.»
In the light of the crash in
global crude oil price, which is Nigeria's main foreign exchange earner, the devastating actions of aggrieved militants on oil and gas infrastructure in the oil - rich Niger Delta which has resulted in lock - in or leakages of crude oil, sometimes in excess of one million barrels that could have been exported daily, and the consequential rapid decline in the well - being of the masses, the urgency to fix the Nigerian economy by changing tactics from sole reliance on oil, becomes
more poignant and urgent, hence the need for international experts to aid
diversification efforts of the government.
A low fee, broad market exchange traded fund for the U.S. economy as a whole, a
global ETF and a Canadian broad ETF equally weighted to reduce concentration in banks and energy, and a 5 to 10 year corporate bond ladder would add
diversification with dividends from stocks and interest from bonds and produce a
more secure portfolio.
An investor building a small
Global Couch Potato portfolio could use VXC in place of separate US and international holdings: that would reduce trading costs and complexity, as well as adding a bit
more diversification with a slice of emerging markets.
The beauty of
global diversification is that not only do you have access to
more opportunities but those assets may appreciate when our own market is declining.
A cross-section of Canada's top portfolio managers share their views on active management,
global diversification, recent market volatility and
more
But research is beginning to show that
global investing does not provide quite the same level of
diversification that it once did, because many foreign markets have matured to the point that they now move much
more in tandem with the U.S. indices.
Frankly, my guess is that all Dan Wiener's hype about superior performance has much
more to do about
global diversification and little to do about superior performance or the generation of excess returns or «alpha.»
By adopting a
global perspective, investors gain access to a larger pool of potentially great companies,
more direct exposure to economic growth potential outside the U.S., the potential for exposure to less - covered (and therefore potentially
more undervalued) companies, and the demonstrable
diversification effects created by currency exposure (as well as the natural gives and takes of economic activity around the globe).
Global markets are
more correlated now than before, reducing
diversification benefits.
As
global growth gains momentum, emerging markets could
more consistently outperform U.S. stocks, offering helpful
diversification to U.S. investors.
The currency implications of
global diversification adds another level of complication in everything and of course results in
more fees to be earned by the «industry»... In my humble opinion.
• Growth Opportunity: Gain exposure to one of the fastest - growing segments of the
global economy •
Diversification: Little overlap in holdings with major broad stock indices and significant exposure to non-North American stocks • Innovative Index Design: Stocks selected using a rigorous research process overseen by an advisory panel with extensive expertise • Currency hedged: All U.S. dollar exposure is currency hedged, making it a
more currency efficient strategy for Canadian investors • Takeover Premiums: Companies about to experience corporate takeovers typically see their stock value increase.
EPA regulations and incentives encourage innovation and
diversification within the American energy industry and make American companies
more competitive in the 21st century
global economy.