2016: Not such a bad start

Nathan Bell

Investsmart

It’s been a rough start to the year for most investors, but particularly those without international exposure. Most major stock indexes have fallen substantially and each day brings another statistic from 2015 showing that outside the FANG stocks (i.e. Facebook, Amazon, Netflix and Google) the US virtually suffered a bear market (albeit from near-record valuation levels). With so many hedge funds underperforming flat has become the new 20%. While we often think about extreme moments to be greedy or fearful, most of our time is spent meandering in between. With stock prices now reflecting many of the market’s major concerns, valuations are becoming more interesting. The good news is that with volatility increasing and risk appetites waning, we may not have to wait long to put cash to work in some new names. A major devaluation of the Chinese yuan could be helpful in this regard. Read more: (VIEW LINK)


Nathan Bell
Nathan Bell
Portfolio Manager
Investsmart

Nathan has over 20 years' investment experience. Before joining Peters MacGregor, he worked for 9 years at Intelligent Investor, including 4 years as a Portfolio Manager. Nathan is a CFA charterholder

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