Spotlight Investing Copyright (c) 2009 Spotlight Investing All rights reserved. latestblogs Latest Spotlight Investment Blogs en-us Fri, 23 Mar 2018 19:35:45 MST Déjà vu, or are markets just taking a breather? AP Market Opportunities Sat, 11 Dec 2010 07:34:56 MST With European fiscal concerns now taking aim at Ireland, and disappointing economic data releases in the US, the run-up seen in September and October was partly derailed in November. Equity markets as a whole ended roughly flat on the month, but this masks large dispersion on a regional basis: While the Ireland bailout dragged European markets down to a loss of 3.3% in aggregate (Spain was down a chilling 14.3% alone), the US ended the month basically where it started while the Japanese market rallied to a gain of 6.2%, with the weakening Yen buoying prospects for the export-focused economy. A 14% rally in two months – were you aboard the QE2? AP Market Opportunities Fri, 12 Nov 2010 03:25:35 MST With the prospect of the second round of quantitative easing by the Federal Reserve, equity markets have had a field day. Looking at September and October together, world equity markets are up a handsome 13.6%, commodities up 11.3% and high yield bonds ended 7.0% higher. But where are we over a longer period? Relative vs absolute performance: The dangers of going down the relative performance wormhole (part I) AP General and Interest Sun, 07 Nov 2010 09:53:29 MST Outperforming the market seems to be something that everyone from fund managers to you, the investor, wants. But is it even good for you? Spotlight announces free service release AP Press Tue, 12 Oct 2010 07:59:23 MST Spotlight Investing announces free service release. Some notices from around the web AP General and Interest Tue, 12 Oct 2010 01:24:36 MST A quick update on recent news and happenings, and a question. The 10 most important guidelines to investing AP Smart Investing: The Essentials Fri, 08 Oct 2010 09:09:31 MST Investing is not simple or easy, but there are a number of key guidelines that, if followed, will serve to ensure you are on the right track. Our 10 most important principles of investing: Alternative Investments - Another String to your Bow AP Smart Investing: The Essentials Sun, 05 Sep 2010 11:22:29 MST Most investment portfolios limit themselves to ‘traditional’ asset classes like equity and fixed income – asset classes that have become household names over decades. But there are many asset classes that are less well known, but which could play an important role in your investment portfolio, such as real estate, private equity, absolute return funds and commodities (e.g. gold). Asian Equity – Quick Cash or Last Decade’s Story? AP Market Opportunities Sun, 08 Aug 2010 12:16:30 MST For tactical asset allocation, the elephant in the room is Asia. Asian equity, in particular. China’s economy is growing at the breakneck speed of around 10% a year - that means that it will double in size in seven years. And as a rising tide lifts all boats, so should the value of investments in Chinese companies. But corporate governance is emerging markets is often deplorable, and future growth could already be priced in... We think that Asian equity, and emerging market equity generally, will outperform developed markets over the long-term. "All models are wrong but some are useful": is why we invest important? AP General and Interest Thu, 05 Aug 2010 00:42:15 MST The end of theory (Wired) proposes that with enough data, pure results speak in place of a model about how things work. In other words, we don't have to know WHY one thing is better than some other thing. Just that it is. We don't have to know how something works, just that it does and that large bodies of evidence support it. But having no understanding of underlying mechanisms or no insight as to why can be problematic. And in investing, the implications of not understanding "why" are at the root of where most investors fail. Are You Counting All Your Nest Eggs? AP Smart Investing: The Essentials Sat, 26 Jun 2010 11:40:49 MST Investing your money in a diversified range of asset classes is a great way to plan for financial success. But, too often we see people focusing only on their liquid assets – things like their stock portfolio, mutual fund holdings or retirement fund (such as a 401k in the US). This is an easy mistake to make: Every day we’re reminded of the latest gyration in the stock market in the paper and on TV, and every month we’re sent account statements telling us of these investments’ latest value. But you probably own more than stocks and bonds, and these assets are important to remember when considering your financial position. Here is a guide on how to do that.