After a strong first half of 2019, the author of today’s article suggests that investors consider a particular strategy tweak for the second half of the year, a tweak that can be summarized in just four words: “Buy gold, sell bonds.” For the rationale behind this tweak – i.e. why gold is attractive again and why “A perfect way to fund a gold investment might be selling down your bond exposure” – CLICK HERE.
The Buy the Unloved investment strategy has investors invest equal sums in the three equity categories of the previous year that had the largest outflows, then sell the stakes after three years and repeat the process. And this contrarian strategy has performed well. Today’s article looks at how to carry out the traditional version of this strategy for 2019 (including some specific investments for doing so), as well as an updated version of the strategy. For more, CLICK HERE.
When it comes to where to put their money in 2019, investors may not want to pursue an “America First” approach. At least that’s the position laid out by Morgan Stanley in its recent Global Strategy Outlook report for next year, with the investment bank preferring “stocks in emerging markets to those in the U.S. because it is predicting stable growth in those economies in 2019, versus a slowing expansion stateside.” For the emerging markets Morgan Stanley is most bullish on, which types of stocks it prefers within those markets, and why, despite its preference for EM stocks over U.S. stocks, it is not overly excited about equities overall, CLICK HERE.
What insights emerged when a roundtable of investing pros was convened to discuss the state of the economy and the stock market heading into 2019? Today’s article highlights some of them – spanning topics from stock valuations, the IPO market, the importance of environmental, social, and governance (ESG) factors, China, technological disruption – and where the greatest risks and the greatest opportunities may lie in 2019. For more – including some specific stock recommendations – CLICK HERE.