Thursday , November 26 2020
Home / The Capital Spectator / The ETF Portfolio Strategist: 23 Oct 2020

The ETF Portfolio Strategist: 23 Oct 2020

Summary:
Rally In Risk Assets Ex-US: US stocks and bonds took a back seat to offshore rallies this week, providing some much-needed lift to the idea that holding a globally diversified portfolio is more than an outdated academic concept. But let’s not get ahead of ourselves. It’s too soon to declare the end has arrived for the long running dominance of American risk assets on the global stage, but suddenly it’s easier to wonder if this week’s results are a preview of things to come. continue reading at The ETF Portfolio Strategist

Topics:
James Picerno considers the following as important:

This could be interesting, too:

James Picerno writes The Delicate Art Of Forecasting Inflation Risk

James Picerno writes Macro Briefing: 25 November 2020

Matt Sedlar writes On All Fronts at Once

Matt Sedlar writes Joe Biden Must Not Look for Unity in Mitch McConnell’s Obstruction

Rally In Risk Assets Ex-US: US stocks and bonds took a back seat to offshore rallies this week, providing some much-needed lift to the idea that holding a globally diversified portfolio is more than an outdated academic concept. But let’s not get ahead of ourselves. It’s too soon to declare the end has arrived for the long running dominance of American risk assets on the global stage, but suddenly it’s easier to wonder if this week’s results are a preview of things to come.

continue reading at The ETF Portfolio Strategist

James Picerno
James Picerno is a financial journalist who has been writing about finance and investment theory for more than twenty years. He writes for trade magazines read by financial professionals and financial advisers. Over the years, he’s written for the Wall Street Journal, Barron’s, Bloomberg Markets, Mutual Funds, Modern Maturity, Investment Advisor, Reuters, and his popular finance blog, The CapitalSpectator.

Leave a Reply

Your email address will not be published. Required fields are marked *