This useful guide describes everything young and first-time investors would want to know about mutual funds, from selecting a fund, sales charge and other costs to identifying the right fund manager and more.
The Export-Import Bank was created in February 1934, as part of the New Deal, to finance trade with the newly established Soviet Union. A second bank was created a month later to finance trade with Cuba and shortly thereafter expanded to include all countries with the exception of the Soviet Union. Congress passed legislation to combine the two ban...
It’s a bit early for Halloween, but the equity markets have been scary over the past few weeks and months. Fear is problematic, particularly when it comes to investing in equities.There are currently two macro-driven events affecting the equity markets: the impact of the Greek debt crisis on the Eurozone’s recovery and implication...
It has been called one of the “greatest technological breakthroughs since the Internet.”1 It also has been called “a black hole” into which a consumer’s money could just disappear.The subject at hand is cryptocurrency—a medium of exchange created and stored electronically, and using encryption techniques to contr...
Today even very young companies are often international — many entrepreneurial ventures are “born global” in terms of their supply chain or customer base. However, there comes a time when an entrepreneur will decide to make the push into an overseas market in a more formal way, working to establish a presence in that jurisdi...
This article reviews the latest 1.9% devaluation of the Chinese yuan (CNY) reference rate and identifies the three factors that prompted the currency move and the potential long- and short-term implications for Chinese and global asset classes.
The mutual fund industry has grown tremendously in both size and complexity during the past 30 years. The variety of mutual fund structures and products has expanded, along with the diversity of investors.According to the 2015 Investment Company Fact Book published by the Investment Company Institute (ICI), from 1984 to 2014 the number of mutual fu...
As investors search for attractive risk-adjusted returns in challenging markets, they increasingly view sub-investment grade credit as an important component of a globally diversified fixed income portfolio. Credit markets have evolved since the global financial crisis and now provide a broad opportunities for investors across a number of sectors a...
The last week of July was quiet in terms of economic data and political risks on a global scale. Amongst the main economic events, Greece has entered into debt negotiations, with the next expected debt payment due to the European Central Bank (ECB) on August 20.This latest market commentary takes a look at manufacturing activity in China and Europe...
While the impact investing industry is still in an early stage of development, it is poised for growth. One of the chief barriers to industry advancement remains a paucity of robust research on financial performance.This comprehensive analysis covers the financial performance of market rate private equity and venture capital impact investing funds ...
While it was not expected that as of July 16, Greece’s creditors would still be attempting to keep the country in the euro with a plan that does not work with the economics of Greece. The reforms that the Greek Parliament accepted on July 16 was poorly designed and far harsher than the vote rejected by the Greek populace 10 days earlier. Th...
U.S. equities, now six years into a bull market, have proven their mettle in the face of increased market volatility. While the seemingly imminent Fed rate hike could potentially add another risk to the market’s momentum, the fact that yields are coming off from almost zero still makes equities compelling. At the time of writing, it app...
This article discusses the outlook for Iran's economyand the implications for equities, fixed income and currencies and oil, following the US, UK, Germany and the UN Security Council's agreement with Iran that the country will freeze its nuclear arms program in return for sanctions relief. Some highlights include:There will ...
Two years ago, India was an unhappy member of Morgan Stanley’s “Fragile Five,” a handful of emerging economies judged most vulnerable to tighter Federal Reserve policy and rising global bond yields. Since then, India’s oil bill has dropped, inflation has eased, gold imports have been curtailed, the trade deficit has narro...
As mid-year approaches, it is important to do various tax projections to determine if certain investment planning strategies can be implemented or improved. Often, this reveals potential tax liability reductions that would have otherwise been overlooked.This article spells out useful tax planning tips that should be taken into consideration when it...