Post Archive

Why are Emerging Markets Struggling in 2013?

Despite one of the sharpest rallies in US equities in recent memory, emerging market equities have been left curiously behind in 2013.  Through last Friday, the market segment was down 1.0%, compared to an S&P 500 index that was up 10.0%.  This seems to violate the regime that investors have gotten used to over the…

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What Are Investors Up To?

Individual investors continue to move out of stock and stock funds  and are now heavily underweight equities in favor of bonds according to the American Association of Individual Investors.  Allocations to stock and stock funds fell 3.4% to 53.1%, while allocations to bonds and bond funds increased 2.3% to 21.3%. The remaining 1.1% found its…

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