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BRIC

Displaying 27 results

Topic
  • May 22, 2014

Ukraine’s new resistance to Russia draws attention back to the macroeconomic fallout

Friday's menu: Ukraine heats up and fund winners and losers come into focus. Plus: Fed-speak clarity: an oxymoron? Bank loan funds fall victim to Fed policy, Obamacare drags us back to the 1950s and banks square off with Big Labor in Vegas.

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  • May 2, 2014

Global markets start to realize the risks of Russia’s move into Ukraine

Friday's menu: Investors waking up to Putin's Russia risks. Plus: Russia's debt downgraded as Kerry issues another warning; U.S. manufacturing comes back (but housing has not); how about this call: gold to hit $5,000 an ounce; the SEC starts to dissect liquid alt funds; and how sanctions are supposed to work.

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The Ukrainian hornet’s nest: Advisers wary of touching it

Navigating an investment portfolio around Russia's increasingly aggressive move into Ukraine will not be easy, but there's no excuse for ignoring the potential risks — and maybe a opportunities — linked to the turmoil.

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Equity ETFs posted seventh-straight up quarter in 1Q, but just barely

'Plowhorse economy' ambled along despite some negative news; how much upside room is left?

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  • April 11, 2014

Investors turn focus to first-quarter earnings

Breakfast with Benjamin: All eyes are on earnings. Plus: The SEC discovers high-frequency trading, momentum takes out passive investors, AAA credit ratings becoming extinct, new love for emerging markets, six solid stocks to watch this week, overwhelmed at the IRS, and Switzerland votes for the world's highest minimum wage.

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When BRICs go bust, investors head toward frontier markets

Friday's menu: Where investors go when BRICs crack. Plus: How advisers can — and should — deal with male and female clients, mounting sanctions drive Russia toward China for economic help, investor class-action lawsuits spike, and saving money on travel.

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  • April 1, 2014

Strong inflows reverse emerging-markets exodus

Profit from developed-nation positions is finding its way across global economy.

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  • March 31, 2014

When the White House starts giving investment advice, we’re all in trouble

Investors wisely ignore calls to short or sell Russian stocks

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Gold rally draws critics along with fans, but it’s still a rally

Friday's menu: Both sides of the gold rally. Plus: Who won at last night's Lipper Awards; Yellen gets credit for driving the dollar higher; nearly all big banks pass stress tests; Russian sanctions taking hold; and when to use home equity to buy stocks.

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Investors not buying gold bounce despite Ukraine tension

The yellow metal is back in the spotlight, but strategists say that despite Ukraine tension, a long-term comeback is not in the cards. Plus: Ukraine worries sink stocks.

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U.S. stocks fall amid global equities selloff on Ukraine

U.S. stocks sank, tracking a global selloff in equities, as investors sought havens on concern that Russia's military presence in Ukraine could lead to a larger conflict. How long and deep could it go?

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  • March 15, 2014

Markets brace for Sunday’s Crimea vote

Friday's menu: Already on edge, investors brace for Sunday's vote in Crimea. And will sanctions against Russia even work? Plus: riding the storm out by staying invested, going long in emerging markets and taking a fresh look at copper. Oh, btw, it's jellybean Friday.

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Cry me a river: Tears of fear or tears of joy

After a rocky first month of the year and a downright awful start to February, one could be forgiven for wondering whether the stock market is correcting or beginning a longer-term slide. Advisors Asset Management's Scott Colyer takes a look at the bearish case and the bullish case.

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  • February 5, 2014

Sustained drop in stocks not likely despite uncertainties, global worries

Citing weak but recovering economy, monetary policy, Nuveen's Doll says, "We have been in the sweet spot for some time, and it is likely to continue."

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  • January 28, 2014

The 2014 contrarian investment tour, from rupees to copper

Risks of the strategy can be great the returns even greater.

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Bill Gross’ love affair with Brazil ending after 10 years as bond bets sour

Bill Gross' love affair with Brazil is ending after 10 years as his bond bets sour from a steep drop in the local currency. The bond king cut Brazil bond holdings in his Total Return Fund to below 4%.

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Goldman sees increased risk factors facing commodities

Plus: Emerging markets get dicey, butting heads with Buffett, hedging with ETFs, more Bitcoin buzz

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American Funds preps a contrarian play

American Funds is planning to launch a pure-play emerging-market equity offering even as the asset class suffers from growing pains. Will it fly?

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  • June 28, 2013

<b>The Takeaway:</b> So if we’re all selling stocks, bonds and gold, where are we putting our money?

Portfolio What if you could invest in EM but skip the whole BRIC disaster?  (…

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  • SUB
  • December 19, 2012

Richard Bernstein on bull run: It’s 1982 all over again

Famed strategist says U.S. stocks will keep on keeping on; emerging markets passé