Archive for month: October, 2014

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HAVING TROUBLE SLEEPING AT NIGHT? | Aaron Katsman Financial Blog

GLOBAL BONDS BEG THE CURRENCY QUESTION

With the US dollar poised to rise, there’s never been a better time to reposition into global bonds as your core mandate. But when you do, it’s critical to fully hedge that global portfolio against currency risk.
3 TIPS TO GET YOUR RETIREMENT PLAN ON TRACK | Aaron Katsman Financial Blog

AFTER THE BETA TRADE IN EMERGING MARKETS

It’s getting harder to generate equity returns in emerging markets (EMs). Simply chasing the index—the so-called beta trade—won’t do the job anymore. But with a more discriminating, active approach, we believe investors can still capture opportunities in the next phase of the EM growth evolution.

THE CORE OF THE MODERN BOND STRATEGY: GO GLOBAL

“Keep Calm and Carry On” reads a popular World War II–era British motivational poster. We think the first half of the slogan is good advice for bond investors in today’s uncertain markets, but we’d substitute the second with “Go Global.”