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http://www.firsteaglefunds.com/funds/globalincomebuilderfund.php
First Eagle Global Income Builder Fund aims to deliver a meaningful but sustainable income stream across all market environments. Through bottom-up fundamental analysis focusing on gl…
Thanks for that:
Excerpt:
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Chairman Bernanke is presently force-feeding us what seems like the 36th Jelly Donut of easy money and wondering why it isn’t giving us energy or making us feel better. Instead of a robust recovery, the economy cont…
Emerging Markets: The Allure of Bonds
Advisers suggest investors look beyond stocks
http://online.wsj.com/article/SB10001424052702304356604577337972147307402.html?mod=WSJ_PersonalFinance_PF14
Some countries feature bond issues in both local and f…
Reply to @scott: Yes in addition to BRAQ, ECON also has a hefty 50% allocation to Latin America right now which might be good as an additive play to the typical Latin American fund that focuses on cyclical mega-cap names. Consumer oriented stocks m…
Correct, EMB and PCY are not low volume - and they're well over $1B in assets.
I'm in the camp of sharing between Index ETFs and Managed funds. For example - in the EM equity space I also use Wisdomtree's DEM to combine with my other Managed Funds…
iShares JPMorgan USD Emerg Markets Bond EMB has $4.5B in assets
PowerShares Emerging Mkts Sovereign Debt PCY has $1.7B
WisdomTree Emerging Markets Local Debt ELD has $1.25B
Here's the factsheet of PCY which looks pretty interesting and unique:
ht…
Emerging Stocks Cheapest Since 2009 on China Slowdown Concerns
http://www.bloomberg.com/news/2012-03-20/emerging-stocks-drop-for-fourth-day-as-china-raises-fuel-prices.html
"Emerging-market equities tumbled on concern a Chinese slowdown will worse…
Right - and has David Iben been distracted lately over the past several months while being recruited or interviewing with this Hedge Fund firm?
YTD Returns:
NWGRX...+6.34% (Nuveen Tradewinds Global All-cap)
JGV.........-0.83% (Nuveen Tradewinds Gl…
Something a bit less expensive than WGRNX is ARTGX which is another good global fund.
There isn't 1 single fund that's close to Nuveen Tradewinds but since I have some global funds including IVWIX, ARTGX and RIVFX --- I should be fairly well covere…
It's still interesting news nonetheless, a country adopting another country's currency. Oh I forgot - if it doesn't affect or have anything to do with the US it's considered boring news.
Interestingly, EELV (PowerShares S&P Emerging Markets Low Volatility Portfolio ETF) has a unique EM country allocation --- It'll be interesting to see how this one does.
http://www.invescopowershares.com/products/overview.aspx?ticker=EELV
EDIV - SPDR S&P EM Dividend ETF (12% in China)
https://www.spdrs.com/product/fund.seam?ticker=EDIV
Another new EM Div ETF just started ---
iShares Dow Jones EM Dividend Select ETF (DVYE)
DVYE Fact Sheet:
http://us.ishares.com/content/stream.j…
I would pick Matthews Asia if you're strictly talking about adding exposure to China (and possibly the surrounding SE Asian region if you wanted to).
Personally I combine both because I want EM exposure beyond China. The other reason why I also re…
Again, a very good read.
More excerpts from the OP speech:
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The final member of this trio of fiscal misfits is our own United States. Exhibit 5 below shows that U.S. total debt to GDP is nearly 350%, and this is before taking into account off …
When I visited Hong Kong around the age of 10, I absolutely loved the variety of toy shops --- robots, radio-controlled cars, handheld electronic games, etc. It was an awesome dream come true. And they were found everywhere - tons of different han…
"SAN FRANCISCO (MarketWatch) -- Fairholme Capital Management's Bruce Berkowitz scaled back exposure to financial and telecommunications companies during the fourth quarter, according to a regulatory filing submitted Tuesday."
> When you go from …
David - looks like Grandeur Peaks likes what you had to say --- on their website...
http://www.grandeurpeakglobal.com/
...they provide links to David's WSJ interview and glowing review of their fund.
So far I really like what they have to offer -…
"Buffett said investors should avoid gold, because its uses are limited and it doesn't have the potential of farmland or companies to produce new wealth. Achieving a long-term gain on the metal requires an "expanding pool of buyers" who believe the …
IVA 4th Qtr 2011 Review here if you haven't seen it....
http://www.ivafunds.com/sites/default/files/downloads/fund_pdfs/IVA Worldwide Quarterly Review 4Q 11.pdf
China Lone BRIC Among Top Emerging Markets
http://www.bloomberg.com/news/2012-02-08/china-lone-bric-among-top-emerging-markets.html
Today, van Agtmael remains bullish on what everyone now calls emerging markets.
"As a group, they're now as attra…
China Lone BRIC Among Top Emerging Markets
http://www.bloomberg.com/news/2012-02-08/china-lone-bric-among-top-emerging-markets.html
Today, van Agtmael remains bullish on what everyone now calls emerging markets.
"As a group, they're now as attra…
The Grandeur Peaks President & COO, Eric Huefner, is easy to correspond with. He has answered my emails and they are generally very excited and enthused about their new firm and global investing opportunities.
I had posted this before and here…
Reply to @scott: The weird thing is that the Sears stores here look like on they're on the lower-end of the scale, whereas the Sears stores I've seen in Canada are much nicer and more upscale.
They share the same name but I guess Sears Canada ma…
Reply to @scott: Sears up another 7% today!
I'm also using PFF (iShares US Preferreds ETF) as a more cautious way to get financials exposure as this ETF is packed with financial firms including banks....and I'll gladly take the 6+% yields it produ…
Hard to say for me because I own both.
But I believe Royce does close the funds somewhat early if they are concentrated funds such as what they did in the past with RYSEX well below $5B. Some of their funds that have grown large have like 300 st…
Mr. Kinkelaar was at Thornburg for 9 years. He started there before TIBIX started in 2002. He was one of the co-founding portfolio managers of TIBIX. It was really no telling if Mr. Kinkelaar or Mr. McMahon was the real leader --- I'd have to ass…
Yes thanks for pointing that interview - interesting Q&A with good thoughts/insights from Arnott.
Yeah you're right, the interviewer sounds like he could be an announcer at a low-budget strip club.
But PAUIX is offering a nice yield and ha…
Reply to @andrei:
re: First Eagle and IVA
This may not be the entire reason why but Charles/IVA (last year I think it was) made reference in a sort of grumbled way about how the First Eagle funds were large and growing and it wouldn't close. Fir…
Reply to @00BY: So after IVA debuted their funds - what were your thoughts on these guys who jumped the First Eagle ship? For the first couple of years I didn't know what happened as they were tight lipped about it.
How about Eric Cinnamond?
Oh they're reaching out for help....China will have to wait a bit ---- California will borrow $1B from Wall Street to skirt crisis.
http://www.bloomberg.com/news/2012-02-01/california-will-borrow-up-to-1-billion-to-stave-off-impending-cash-crisis.h…
