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Sir John Templeton’s strategy was simple and forward-looking. He searched for deep value worldwide, particularly in markets that were greatly out of favor. “It’s not easy,” Templeton stated, “but if you’re going to buy the best bargains, look in Read more…
Stoyan Bojinov: Innovation remains a dominant and exciting theme in the ETF universe, although as with any financial instrument, with growth and evolution also comes increasing complexity and newly discovered nuances. The towering lineup of over 1,400 exchange-traded products is probably intimidating for Read more…
About a decade after Japan’s bubble burst, I was having a cool San Miguel beer with a leading money manager at the Hong Kong Jockey Club. We were discussing the rise of China and whether Japan could snap out of its slump, when my Read more…
Yiannis Mostrous: Japanese stocks have long tempted value-oriented investors who hope to capitalize on the sclerotic Japanese market’s eventual turnaround. Unfortunately, those gains have proved Read more…
Keith Fitz-Gerald: Let’s talk Japan (NYSEArca:EWJ). Every year some analyst comes out with a variation of the story that Japan is about to rebound. Usually the argument goes something like this: Japanese markets are impossibly cheap and the central bank will be there to prevent a catastrophe. Read more…
Ron Rowland: One of the best ways to make money in ETFs is to not lose money. I know it sounds obvious, but I can assure you that many people don’t get this key point. Read more…
NYSE:DBJP, NYSE:DFJ, NYSE:DXJ, NYSE:EWJ, NYSE:EWV, NYSE:NKY, NYSE:VPL
Recent volatile markets (read: soul-crushingly negative) have investors thinking twice about committing new capital to equities both foreign and domestic. Alas, with fixed income yielding next to nothing, it makes some amount of sense to step out on the risk curve and start looking at equities. That’s why Read more…
The attention of investors shifted from the Middle East to Japan late last week, as the natural devastation caused by a massive earthquake trumped the manmade chaos that has been playing Read more…
NYSE:DFJ, NYSE:DXJ, NYSE:EWJ, NYSE:FXY, NYSE:ITF, NYSE:JPP, NYSE:JSC, NYSE:JYF, NYSE:SCJ, NYSE:YCL, NYSE:YCS
Last week domestic equities were confined to a volatile trading range. The S&P 500 and Dow Jones both slid lower by over a percentage point each, while the NASDAQ took a much larger hit and lost Read more…
In Mebane Faber’s The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets
For many in the U.S., a strong currency sounds like a nice problem to have. A firm greenback effectively reduces the cost of flat-screen TV’s from Asia and makes overseas vacations a little Read more…
Japan can honestly claim some of the most unloved stocks in the world. After getting burned one too many times, international money managers won’t touch it anymore. And individual investors don’t trust it either, in large part because of its failure to regain more than half of its 1989 peak. Yet Read more…
These days, it sure feels like if it’s not one thing, it’s another when it comes to international headline risk and the issue of the moment is the savage earthquake and tsunami that have caused an epic 
When constructing a portfolio, most investors focus on the decisions that seem to have the most significant impact on the risk/return profile delivered. How much should be allocated to stocks vs. 
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