After a nasty 25-year bear market, Japan is still far cheaper than both U.S. and European equities, despite its huge rally, says IVA CIO and portfolio manager Charles de Vaulx.
Pickings are slim, so consider building your own.
Fund managers are more bullish than fund investors these days.
But enthusiasm high for other emerging markets, too.
Three years after departing First Eagle, Charles de Vaulx and company are thriving on their own.
There may be a new regime, but it's awfully familiar.
Despite gold's sharp increase in price compared with past valuations, owning the commodity is not a mainstream trend yet, says IVA's Charles de Vaulx.
Plus, BlackRock and Fidelity target-date fund news, and more.
And have they been good buys?
Their other funds have billions, but their newer portfolios have far less.