Jeff Benjamin

Investment Insights: The Blogblog

Jeff Benjamin breaks down the game for advisers and clients.

Emerging markets get more attractive by the day

Plus: Bill Gross bounces back, the February buying opportunity, this isn't 1929, and Goldman manicures an apology for giving nail files to women

Feb 12, 2014 @ 7:27 am

  • Currency speculators are pouncing on emerging economies, putting added pressure on exchange rates. Call it the painful byproduct of Fed tapering. Draining foreign reserves

  • Templeton's Mark Mobius says emerging market valuations are nearing attractive ranges. That's a big switch from his Feb. 7 call. The rush to the exits is almost over

  • Pimco's Bill Gross added high-grade government bonds to his Total Return Fund and cranked out a 1.35% gain in January, bouncing back from a 1.92% loss last year. Net redemptions continue

  • Thanks to January's market slide, February has turned into a buying opportunity. Shrugging off the bad news

  • About that ominous chart comparing 1929 to now. Adjusting for percentage gains over both periods makes it a lot less scary. The un-parallel view

  • Goldman Sachs learns you don't recruit women by giving them nail files. Swag snafu

0
Comments

What do you think?

View comments

Recommended for you

Sponsored financial news

Featured video

Consuelo Mack WealthTrack

T. Rowe Price's Brian Rogers: Are there companies you can buy and hold forever?

Brian Rogers, non-executive chairman at T. Rowe Price, says there are just several companies that he stayed invested in throughout his 30-year term at the helm of the equity income fund.

Latest news & opinion

Jay Clayton says SEC, DOL can give market 'clarity' on fiduciary rule

Chief regulator is confident two agencies could reach 'common ground' on an investment advice standard across all accounts.

Vanguard winning at bond inflows, too

But iShares is strong competition.

Sen. Gary Peters brings broker background to work every day on Capitol Hill

Michigan Democrat resists ripping up DOL fiduciary rule but would be open to some changes.

DOL fiduciary rule causing DC-plan record keepers to change business with insurance agents

Principal has communicated that independent agents must change their business models to keep receiving compensation.

DOL fiduciary rule opponents want to push implementation back until 2019

ICI, Chamber of Commerce among groups asking for delay, while Democratic lawmakers call on DOL to keep to its earlier planned schedule of Jan. 1, 2018.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print