Global diversification

This Week with J. Mark Nickell & Co. – April 22, 2015

This week, a few things especially caught our attention.  International diversification is starting to reward investors again after a considerable period when a blend of U.S. Stocks and bonds outperformed relative to most other asset allocations.  Inflation is starting to accelerate a bit, which contributed to a sell-off one day last week.  We also noted

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