SCHC News and Press, Schwab International Small-Cap Equity From 11/29/21

The S&P 500 was down 2.2% last week, which, in normal times, would be barely worth a mention. But in today’s speculative market, that qualifies as a correction. The first two quarters of this year were a big rebound, but last quarter was a bummer with the emergence of the D...

With the Nasdaq index more oversold than the S&P 500, I suspect we will see a rally shortly in these stocks, which we will use as a "selling" opportunity to reduce exposure. Both international and emerging markets are well ahead of any expected growth in the U.S. economy, so the r...

Based on our macro regime framework, we expect the global recovery to continue, with emerging markets (EM) to expand and grow above trend and developed markets to follow soon after as they approach trend growth. We expect the global recovery to continue and anticipate a supportive env...

How to construct a portfolio using Exchange Traded Funds (ETFs). Using Asset Allocation principles as the fundamental building blocks. Filling in asset class gaps with factor-oriented ETFs. Using the Kipling spreadsheet as the management tool. Controlling systematic risk u...

In “International Small-Cap Equities: Poised to Outperform” I described the upside opportunity due to mean reversion, favorable valuations, the prospects for a declining dollar, and a worldwide economic recovery. The small cap sector is the cheapest since 2000. Historica...

Although they’ve performed well for decades, international small caps have been out of favor for at least 10 years. Mean reversion and valuations present opportunity for long-term outperformance. The prospects for a worldwide economic recovery and declining dollar act as po...

Global business cycles are closely interconnected. Global business cycles are closely synchronized. Global equity markets respond accordingly. For further details see: Investing In Foreign Markets Sounds Exciting - But Isn't Always

SH: Today we have with us Tara Sinclair, an associate professor of economics and international affairs at George Washington University and a senior fellow of the Indeed Hiring Lab. Dr. Sinclair is also a research professor at the Halle Institute for Economic Research (IWH) in Germany, a...

The energy sector posted a gain during the final quarter of 2019. In Q4, energy commodities rebounded by 3.38%. In 2019, the sector was 15.11% higher than at the end of 2018. WTI and Brent crude oil posted significant gains on the year, but the prices had declined to low levels at the end of...

By Erik Knutzen The events and data of recent weeks make us want to err on the side of caution. Our Asset Allocation Committee’s quarterly Outlook will come out this week, and the headline is that members see a return to “two-tier growth.” The last time we used...