Interesting paper by MSCI Research came out eaarlier in the week about hedging…click here. Its US centric with some interesting analysis and but the basic conclusion should apply to any country. i.e. basically over the long run currencies revert to the mean resulting in no real difference, but over the shorter term currency effects can …
Monthly Archive: April 2011
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Apr 30
Macroeconomic Rap – Keynes vs Kayek – Parts I and II
Just got onto these courtesy of Felix Salmon. Both of these are so clever with outstanding production. I’v never learnt so much or gained so much clarity about macroeconomics in such a short time…and they’re rap songs! My favourite is probably Round Two but the first is still a must. Brilliant! Send article as …
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Apr 14
A lack of Global Small Cap investing???
International equity small-cap stocks widely outperformed large-cap stocks over the year to September 2010, returning 24.4 per cent and 12.7 per cent, respectively in US dollar terms. I took the above from today’s InvestorDaily email and whilst the fact that global small cap outperformed large cap is not surprising, as it is bound to happen …
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