With developing economies booming, funds see large increase in net inflows; No. 1 for November
Money pouring into international offerings, driving up valuations; 'be very careful'
The European Union's $116 billion bailout of Ireland's largest banks is the latest reason to avoid exposure to the euro, as well as to sovereign debt from “peripheral Europe,” according to Chris Diaz, manager of the $525 million ING Global Bond Fund.
Bill Gross, manager of the world's biggest bond fund, said developing economies such as Brazil and South Korea offer attractive investment opportunities as growth in developed markets including the U.S. has slowed.
For financial advisers and money managers, the latest twist in the eurozone's deepening debt drama — Ireland's $116 billion rescue package — is a stark reminder to remain nimble-footed with regard to exposure to foreign debt.
The global financial markets are still trying to regain some stable footing following the $116 billion bailout of some of Ireland's largest banks.
Fund manager Brent Lynn finding gems in the U.S. and Europe; emerging markets no longer a secret
CIO Jason Huntley most concerned about rise in dollar, falloff in China
While much has been said about a possible bond bubble in the U.S., there may also be one brewing in certain sectors of the emerging-markets space, according to Michael Cirami, vice president and a global fixed-income portfolio manager at Eaton Vance Management.
Although much has been said about a possible bond bubble in the United States, there also may be one brewing in certain parts of the emerging-markets sector, according to Michael Cirami, vice president and a global fixed-income portfolio manager at Eaton Vance Management
Brazil's stock market may surge as much as 70 percent to a record by the end of 2011 as low interest rates worldwide and “reasonable” valuations lure investors, according to JPMorgan Chase & Co.
Mohamed A. El-Erian, whose firm runs the world's biggest mutual fund, says sovereign wealth funds are poised to profit from a reshaping of the global economy known as the “new normal.”
“We're only halfway along the way to a gigantic eventual bubble in the emerging markets,” says Barton Biggs, the managing partner of New York-based hedge-fund firm Traxis Partners LLC. And he's not alone in his belief.
Although the run-up in emerging-markets debt may seem a little long in the tooth, a good case can still be made for purchasing these bonds.
Investors looking for more exposure to global markets can increasingly look to U.S. stocks, according to Eric Ende, manager of the FPA Perennial Fund Ticker:(FPPFX).
Warren Buffett says China's BYD Co. has “momentum.” It may have more to do with his name than the company's.
Some people might think the hours you spent over the last month sitting around, drinking beer and watching the soccer World Cup being played in South Africa was a waste of valuable time.
Strong global economic growth "is usually a good recipe for riskier assets."
Country will overtake South Africa's as continent's largest economy; 10% annual growth rate targeted
For the last several months, the markets have been behaving as though the global economy were about to slip into a double-dip recession.
