Exchange Traded Funds or Global Equities: Which is the Right Choice for You?
Objective To provide investors with a comparison between investing in global equities directly and investing through Exchange-Traded Funds (ETFs). Introduction to Investing Strategies Overview of ETFs An ETF is an investment fund that is listed and traded on stock exchanges. An ETF may own investments such as stocks, bonds, cash, or other financial assets. The […]
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Spotlight on Index Funds: Enhancing Global Equities Strategies
Global Equities strategies can be actively managed through the selection of individual securities, passively through index funds, or through a combination of both to gain access to specific markets. This article discusses the concept of index funds. Introduction to Index Funds Key Concepts What Are Index Funds? An Index fund is a pooled investment vehicle […]
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Strategic Diversification and Risk Management in Global Equities Investing
Overview of Global Equities Investment Global Equities are composed of securities from both the United States and international stock markets. Investing in Global Equities as an investment strategy offers risk management benefits and return potential. A Global Equities portfolio differs from an international equities portfolio that only holds stocks from companies outside of the U.S.. […]
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The Role of Market Capitalization in Global Equity Portfolios
Introduction to Market Capitalization Definition of Market Capitalization: Commonly called Market Cap, refers to the market value of a company’s equity. Market Capitalization is the product of the current share price by the number of shares outstanding. Market cap fluctuates with daily price movements in the stock price. The methodology to calculate market cap for […]
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Performance Review: How to Evaluate Your Global Equity Investments
Introduction to Portfolio Performance Evaluation Importance of Regular Reviews: Managing global equity investments requires regular, annual portfolio performance evaluations (reviews), which play a crucial role in ensuring achievement of investor objectives. The frequency of these reviews can occur more often if needed as a change in circumstance or investment objectives occur. Components of a Portfolio […]
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Market Concentration Risk – Are We in a Bubble?
During 2023 the major U.S. and Global Equities indices made strong advances. The Nasdaq composite index rose 43.1%, the QQQ, as a proxy for the Nasdaq 100, earned 57.4% and the S&P 500 earned returns of 23.8% for the year ended 12/29/2023. Evaluating the returns for the indices since the beginning of 2023 and including […]
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ARCHER-DANIELS-MIDLAND (ADM), A Sample Research Analysis
Company Profile Archer-Daniels Midland is an industry leading buyer, processor and trader of oil seeds, corn, wheat, and other agricultural commodities. The firm is a distributor of crops from farmers to food, feed and energy buyers. ADM also transports, stores, and/or processes the crops around the globe. Over recent years, ADM has grown the nutrition […]
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Q1 2024 Market Commentary
Global Equities After a tumultuous 2022, stock and bond markets enjoyed a stellar performance year in 2023. Hemispheres equity strategies surged ahead, with its 100% global equities strategy up over 37%. For 2024, the Firm continues to own undervalued global equities, yet tempers its return expectations compared to 2023, given the upward pricing that many […]
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Challenges in Transitioning To An Electric Vehicle (EV) World
Introduction Electric Vehicle (EV) sales began to slow in the US during the second half of 2023. As a result, General Motors and Ford announced delays in planned investment for Electric Vehicle and Battery production capacity. The reduced production does not bode well for the adoption of the rule, proposed in May 2023, by the […]
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Interest Rate Policy and Stock Market Outlook 2024
Interest Rate Policy The Federal Reserve completed one of the most aggressive tightening of monetary policy in July of this year. The Federal Reserve adjust money policy through Interest Rate adjustments. Therefore, we thought we would analyze prior cycles to assist us in our outlook for 2024. Most economists currently are predicting a recession in […]
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