Portfolio Update

India 2012: State of the Subcontinent

India’s near-term economic prospects remain clouded by political uncertainty. Nevertheless, the Subcontinent’s growth story still offers long-term investors an attractive destination.

 

Allocate for Success

We offer three different approaches to choosing the appropriate division of one's assets among our three Global ETF Profits Portfolios.

Small Bets in Financials

Large banks continue to face numerous financial and economic headwinds. In contrast, smaller regional banks have emerged from the downturn and are skillfully deploying their capital.

Exponential Energy

Emerging economies will drive energy demand for the foreseeable future. As such, the world will continue to depend on coal as an abundant source of cheap energy.

Steadfast on Europe's Strongest

Equities among Europe’s strongest economies now offer even more compelling values.

Don't Give Up on Europe

Despite the economic turmoil across the pond, pockets of the eurozone remain attractive for ETF investors.

Emerging Markets: Less Volatile but Directionless

The summer of 2011 will likely be a sequel of 2010. Expect emerging markets to rally in the fourth quarter.

Entry Point: Indian Infrastructure

Indian infrastructure projects have been beset by corruption scandals and setbacks. But new infrastructure will be critical to the country’s economic future.

BRIC by BRIC

The BRIC economies are an integral part of any investor's portfolio. The markets in these countries have struggled in recent months, but there's good news on the horizon.

Temporary Setback

Japan’s nuclear crisis has sent shockwaves through the global nuclear power industry. But atomic power is here to stay.