Where are the gains from international diversification?

2015 may be a year when global diversification is appreciated once again.  The world’s economies and central bank policies are diverging, creating conditions for widely varying results.  Relative valuations among countries may be a reliable guide to future results. Global Diversification Could be 2015’s Winner.  2015 is likely to be a year when global diversification

What lies ahead?

The new year has just begun, but analysts are already forecasting a period of higher market volatility in 2015. Ed Easterling of Crestmont Research graphs the present situation and shows what investors can expect in the coming months.  At the same time, Research Affiliates advises investors to use the structural “building blocks” approach to better anticipate real returns.  And,

This Week with J. Mark Nickell & Co. – July 31, 2013

Stock and bond markets are recovering from the spasms felt May 22 to June 24.  This week we take a close look at what just happened; review a provocative article on why bond yields may drop further; and re-state the case for investing in Emerging Markets, which have not rallied at the same pace as