Your goal with investing is to include assets that are not correlated such as local real estate
versus a global equities portfolio.
One may argue performance leadership of Canadian
versus global equities runs in cycles, which is a valid point.
Not exact matches
In addition, Morgan Stanley's
Global Investment Committee has said in their seven - year strategic forecast that they also expect EM
equities to outperform, with 7.5 % annualized return
versus developed market (DM)
equities» 5.5 % annualized return.
-- Year to date,
global equities have experienced 17 days with a greater than 1 % move up or down,
versus just three in 2017.
The FTSE 100 is cheaper to
Global Stocks versus 20 - year norms than any of the 30 most liquid global equity indices we
Global Stocks
versus 20 - year norms than any of the 30 most liquid
global equity indices we
global equity indices we track.
The Market Has Rewarded Big Disrupters Market - cap path of FANG and BAT companies
versus a broad
global equity universe, 2014 - 2017
There is one major difference in today's bull market
versus previous bull markets which could cause all
global equity prices to move substantially higher.
While the approaches may differ, Stephen Dover, head of
equities at Franklin Templeton Investments, and Norm Boersma, chief investment officer of Templeton
Global Equity Group, say growth
versus value doesn't have to be an either - or proposition.
Hedging foreign exchange risk resulting from
global equity exposure is entirely reasonable when foreign currencies appear expensive and likely to take a nosedive
versus the Canadian dollar.
It's a bit of an oxymoron, he admits, «but in our case this means having 40 stocks in the
global equity portfolio that we're really confident about their quality, out of a universe of more than 5,000 securities,
versus a longer - term average of 50 to 55 stocks in that specific portfolio.»
The Canadian dollar looks cheap
versus the U.S. dollar, the primary currency exposure of most Canadian's
global equity portfolios.