Switching out of America and Japan?

Wider investment strategy discussions not dealt with elsewhere
SteadyAim
Posts: 3
Joined: November 8th, 2016, 1:52 pm

Re: Switching out of America and Japan?

Postby SteadyAim » December 21st, 2016, 12:42 pm

hiriskpaul wrote:One thing I would add is that although the US equity market is on a high valuation, it is arguably the market with the least risk (certainly the lowest volatility). So even if there was a significant worldwide correction, it would not surprise me if the US market fell the least.


Regarding volatility, I would have thought the FTSE100 and S&P500 were about the same (I just eyeballed a 10 year graph with both on, e.g. 10yr on bigcharts.com )

Regarding risk, I think the differing valuations make the US market riskier, e.g. the high US CAPE http://www.multpl.com/shiller-pe/ vs the lower UK one https://www.ukvalueinvestor.com/2016/06/ftse-100-valuation.html

SA

funduffer
Lemon Pip
Posts: 53
Joined: November 4th, 2016, 12:11 pm

Re: Switching out of America and Japan?

Postby funduffer » December 21st, 2016, 1:55 pm

Here is a case for investing in Emerging markets:

https://www.researchaffiliates.com/en_u ... at-in.html

Maybe top-slice your US & Japan for a bit of EM?

FD

MDW1954
Lemon Pip
Posts: 83
Joined: November 4th, 2016, 8:46 pm

Re: Switching out of America and Japan?

Postby MDW1954 » December 21st, 2016, 2:13 pm

Maybe top-slice your US & Japan for a bit of EM?


Thank you, Funduffer, that is a most interesting article. Quite tempting!

MDW1954


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