Emerging Markets Deserve Some Portfolio Love Too

Emerging Markets from Forbes.com

The forecasts for emerging markets in 2014 don’t get much better either. Based on variety of factors that may (KEYWORD: (MAY)) affect emerging market equities, the consensus forecast is for emerging markets to underperform developed markets again. Only one of the research providers shown below has an overweight to emerging markets. The rest of them are either underweight or neutral. Developed market equities and European equities are the clear favorites.

But lumping all emerging markets together leaves out the fact that there are certain global economic trends that may actually benefit specific countries in the emerging market space. Identifying and investing in those markets will be the key to emerging market success.

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REITs Are Oversold: It Seems To Be a Good Time to Be Greedy While Others are Fearful

Gekko, greed is good

Greed is good. Some of you might remember the phrase being said by Gordon Gekko, the Wall Street villain played by Michael Douglas in the 1987 film, “Wall Street.” The actual phrase was much longer:

Greed, for lack of a better word, is good. Greed is right. Greed works. Greed clarifies, cuts through, and captures, the essence of the evolutionary spirit. Greed, in all of its forms; greed for life, for money, for love, knowledge, has marked the upward surge of mankind and greed, you mark my words, will not only save Teldar Paper, but that other malfunctioning corporation called the U.S.A.

Warren Buffett, another well-known, but less fictional character has another quote along those lines:

Be fearful when others are greedy and greedy when others are fearful.

Investors have been fearful of interest rate rises and have dumped REITs. We think it’s a good time to be greedy.

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