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Tag Archives: bonds
Even weak economy can produce good investment returns
Emerging market countries have earned a lot of attention from investors because of their 29.05% average annual return from 2003-2010 (MSCI Emerging Markets Index). Going forward, much of the assumption that emerging markets will continue to lead has to do … Continue reading
Posted in Investments
Tagged bonds, economic growth, economy, GDP, investments, performance, returns, stocks
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An insider’s view of international bonds
We are strong proponents of international diversification of both stock and bond holdings. Much of our clients’ money in international bonds is invested by Michael Hasenstab, the portfolio manager of the Templeton Global Bond and Templeton International Bond mutual funds. … Continue reading
Posted in Investments
Tagged bonds, emerging markets, international, investments, portfolio, stocks, templeton
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The Bond Market Conundrum of 2011 — Part II
Portfolio Management Preferences to Reduce Risk LOOK BEYOND TREASURIES U.S. investors have easy and relatively inexpensive access to a broader selection of bonds than they had in 1994. Non-U.S. bonds provide U.S. investors access to different economic cycles, interest rates … Continue reading
Posted in Financial planning, Investments, Retirement
Tagged 1994, bonds, Brooks, CFP, climb, corporate, economy, Fed, Hughes, index, interest rates, international, investments, Jones, performance, portfolio, retirement, returns, Tacoma, Treasury
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The Bond Market Conundrum of 2011 — Part I
What Happens When Interest Rates Rise Given historically low U.S. interest rates, government stimulus efforts that seem likely to spark inflation and a massive flow of cash chasing returns, many investors think that it is not an ideal time to … Continue reading
Posted in Financial planning, Investments
Tagged 1994, bonds, Brooks, CFP, climb, corporate, economy, Fed, Hughes, index, interest rates, international, investments, Jones, performance, portfolio, retirement, returns, Tacoma, Treasury
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Stocks are “cheap,” investors prefer bonds
Jeremy Siegel is a finance professor at the University of Pennsylvania’s Wharton School of Business. His research and book, Stocks for the Long Run, have documented investment returns and performance patterns back into the 1800s. On a conference call with … Continue reading
Posted in Investments
Tagged bonds, cash flow, cheap, diversification, investments, mutual funds, portfolio, returns, risk, siegel, stocks
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U.S. Stocks, Municipal Bonds Generate the Best Real Returns
Thornburg Investment Management recently released an annual report analyzing real returns. It is always interesting reading. Thornburg reviews returns for several types of investments and then subtracts expenses, taxes and inflation to determine which investments allow investors to keep the … Continue reading
Posted in Investments
Tagged bonds, Brooks Hughes Jones, commodities, income, inflation, performance, real estate, real returns, retirement, stocks, Thornburg, wealth management
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Stretch Your View and Grow Your Wealth
Over the past 10 years, bonds have built a meaningful lead over stocks when comparing returns. But how often have bonds outperformed stocks over various historical periods, through all sorts of crises, political changes, recessions, etc.? Consider the graphs below … Continue reading
Posted in Investments
Tagged bonds, Morningstar, performance, returns, risk, rolling periods, stocks
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