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Portfolio Discussions

Use select charts from the Guide to the Markets to engage in portfolio discussions.

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    Guide to the Markets
     
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    "On the Bench Appendix"
     
 
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International opportunities

International equities make up roughly half of the global stock market, but statistics suggest the average American investor is dramatically underexposed. With Europe's recovery ongoing, a strong push in Japan to achieve better growth and early signs of stabilization in some emerging markets, it is always worth a portfolio discussion about international investing - both risks, and opportunities - with one's advisor.

Economic Expansions and Recessions
International economies are growing
 
  • While investors have focused on the expansion of the U.S. economy, they would be remiss to ignore similarly growing markets abroad.
  • Economic growth in some emerging markets is projected to accelerate over the coming quarters, while developed markets continue to show signs of improvement.
  • Growth in Europe has also become more widespread, and a bit less fragile.
 
Discussion Slides
Manufacturing momentum
Global equity markets
Global fixed income

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