As rising rates and emerging markets lose momentum, fund investors are eyeing nontraditional fixed-income categories and European and Japanese equities.
Recent data suggest more worrisome conditions for the Chinese economy, and investors shouldn't count on the country for near-term growth, says Morningstar's Bob Johnson.
this makes the state of international investing particularly interesting ..... Our initial forays into international investing generally involved companies ..... S. Our commitment to international investing is rooted in the Royce tradition
Because frontier markets are seen as risky, risk tends to get priced more dearly, and valuations look more appropriate for the type of risk you are taking, says Wasatch Frontier Emerging Markets Small Countries Fund manager Laura Geritz.
predict outcomes of any political events, nor do we voice firm-wide opinions on any political candidates. International investing involves a greater degree of risk and increased volatility. Changes in currency exchange rates and differences
good overlay to have some active management." Foster, Scherschmidt, and Strabo must also navigate a shifting international investing landscape. Emerging markets were key performance drivers the past decade as demand for commodities and infrastructure
Templeton Global Bond manager Michael Hasenstab outlines his criteria for investing in developing markets, and explains why he sees opportunities in China and Korea.
Many managers focus on currency denomination or corporate debt, while others are beginning to take a total-return approach.
Lower valuations reflect a slower growth environment, with currency volatility continuing to affect certain markets in the near term, says Morningstar's Patty Oey.
Consumption-led industries will drive Chinese growth for the next decade, and health-care spending, in particular, should outpace China's overall economy, says Morningstar's Dan Rohr.