One Man’s Opinion: Are Emerging Markets In Europe And Asia Looking Attractive?

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Investors need to look at the balance between the current uncertainty and the opportunity amidst heightened geopolitical risks, said Brain Jacobsen, Chief Portfolio Strategist at the Wells Fargo Advantage Funds. It’s all about knowing the risks that are out there and whether investors are being compensated for them. A lot of current risks are being driven by the situation between …

One Man’s Opinion: Are Europe, Asia And Emerging Market Equity Prices Relatively Cheap?

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Economic or earnings growth has mostly remained insulated from the ongoing global unrest and as such, should have little significance for the global economy, according to Russ Koesterich, chief investment strategist at BlackRock Inc. There are a number of reasons why investors chose to ignore geopolitical risks. First, central bank policies kept volatilities really low. Second, people have been conditioned …

One Man’s Opinion: Can The Emerging Market Volatility Be Contained Or Will It Spread?

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It has been an exciting and sometimes scary week thus far as investors didn’t know if the current market volatility was going to be something bigger or this was just going to be some sort of a correction that needs to be endured, said Brian Jacobsen, chief portfolio strategist at the Wells Fargo Advantage Funds. Thankfully the fourth-quarter US GDP …

One Man’s Opinion: Are Industrials Likely To Outperform If GDP Grows At Three Percent Or More?

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The growth environment is getting better, and it may surprise in terms of its strength. As that happens, the Fed is going to get a little bit more concerned about their policy, said David Joy, Chief Market Strategist at Ameriprise Financial. The market is going to anticipate that inflation is going to rise a little bit. Clearly the Fed is …

One Man’s Opinion: Are Emerging Markets Along With Europe Likely To Outperform Global Equities In The Future?

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Emerging markets and Europe is the place to be for investors. They should play this call through broad-based index ETFs in emerging markets, said Hank Smith, chief investment officer at Haverford Trust. Emerging markets are the most underperforming area in what has been a bull run in equities globally and they will surely catch up, Hank observed. Asked if he …