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Wealth Building Strategies

Busting The Frontier-Market Myths

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Posted by Mark Mobius and Carlos Hardenberg - Franklin Templeton Investments

on Friday, 02 June 2017 08:56

Phu Quoc Vietnam Sunrise Boat LeadingAlthough frontier markets are a small subset of the emerging market universe, we think they represent an important constituency that offer some compelling potential opportunities. Here, I’ve invited my colleague Carlos Hardenberg, senior vice president and director of frontier markets strategies at Templeton Emerging Markets Group, to outline some of the opportunities he sees in these dynamic markets and debunk some of the urban myths.

There are a number of urban myths about frontier markets (the less-developed subset of the emerging-market universe). We think these myths may have caused investors to overlook them in favour of developed or traditional emerging-market alternatives.

We believe conditions are now ripe for a re-evaluation of this important niche. There are some very compelling reasons why many investors might want to take another look at frontier markets today. These can be summed up as the following, which I will delve into further.

 

  • Expectations for robust economic growth
  • Continued macro development
  • Deep discounts in valuations
  • Low correlations

 

Busting the Urban Myths

...continue reading HERE



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Wealth Building Strategies

3 Aerospace & Defense ETFs on the Move

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Posted by David Fabian - FMD Capital Management

on Wednesday, 31 May 2017 08:29

rms15 nsm gal pic02 lgSometimes you stumble across a sector of the market that is just in the right place at the right time. That may very well be the sentiment driving the remarkable price action in aerospace and defense stocks in the current geopolitical environment.

These companies are the driving forces behind military and commercial aircraft, defense equipment, and other services designed to support the armed forces.

Exchange-traded funds (ETFs) that track defense stocks tend to be more aggressive and potentially more volatile than the broader market based on their concentrated portfolios. Investors that are considering these tools should opt to take smaller, tactical positions compared to a traditional core holding with wider diversification and minimal expenses.

 

It also goes without saying that politics and global military trends are likely to have the biggest impact on the direction of these ETFs over the next several years. But for right now, all of the macroeconomic winds are on these funds’ side.

....read next Page HERE



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Wealth Building Strategies

Managing by Facts - Know Your Numbers

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Posted by Eamonn Percy - The Percy Group

on Tuesday, 30 May 2017 11:13

But in my opinion, all things in nature occur mathematically.”  ― René Descartes

11983579-Magnified-illustration-with-the-word-Facts-on-white-background--Stock-IllustrationWhen I am assessing a business or leader of that business, I listen carefully during the first few minutes of the conversation for the sign of a number, any number! If I hear it, I draw a sigh of relief, knowing that I am talking to someone who is serious about the business.  If I don't hear a number early on, I start to worry and ask a series of close ended questions to tease out some hope, such as: "What was your sales growth last year?", "What are your gross margins, or any margins for that matter?", "Can you tell me one or two key ratios?".  This line of questioning invariably separates the wheat from the chaff and the truly exceptional business owners begin to emerge.

In my experience, knowing how to describe your business numerically is one of the top, tell-tale traits of exceptional entrepreneurs, business owners, CEOs, executives and managers.  Why?  Because good numbers are objective, not a figment of someone's imagination, dreams, hopes, wishes and desires.  Good numbers show how the money flowsthrough a business, which helps clarify the business systems and obstacles.  Good numbers show trends which can moderate or accelerate executive actions through enlightenment. Good numbers are acommon language and give common comparisonsacross sectors and the globe.

Here is how I recommend business owners get into the habit of developing financial numeracy skills. 



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Wealth Building Strategies

Craig Johnson Still Believes US Stocks Will Climb for Years - Here's Why

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Posted by Craig Johnson via Financial Sense

on Friday, 26 May 2017 07:51

BL04 bull jpg 2037450fThe following is a summary of our recent Financial Sense Newshour podcast, which aired on Saturday here and on iTunes here.

The S&P 500, Dow Jones Industrial Average, and Russell 2000 have moved sideways over the last couple of months as global markets have outperfomed. Looking at long-term trends and forces, however, US stocks should continue in a structural bull market that will last years more, Piper Jaffray's Craig Johnson recently told Financial Sense Newshour.

Long-Term Bull Market

We aren’t simply in a bull market, Johnson noted. Investors need to think of this specifically as a long-term, structural bull market.

There are two big forces coming to bear that will keep markets structurally bullish, Johnson stated. The current market has about 20 to 25 percent fewer stocks than in 2000. Also, we’re seeing companies buying back a huge amount of their own stocks.



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Wealth Building Strategies

Marc Faber on Canada, Real Estate and Investing in Canada

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Posted by Marc Faber - Gloom Boom & Doom Report

on Tuesday, 23 May 2017 07:44

Excess global liquidity pushing Canadian Real Estate and other topics. One point Marc makes is that when the US stock market comes under pressure money will begin to flow into resource stocks and a lot of money will flow into Canada. 

...related from Lance Roberts: The Markets Have Already Priced In Positive Events

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