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Better Money Decisions

You’ve probably started with great intentions, telling yourself you’ll stash away more for retirement and buy fewer lattes (because some writer said buying lattes is a bad thing). But life happens. It’s not as neat and tidy as the financial experts on TV seem to think. You’ve got a lot going on in your life, and you need more than simplistic, cookie-cutter instructions to keep you on the right financial path. Kate Stalter escorts you to the right path for your money. She talks to experts and "normal" people who have taken the right steps to make better money decisions.
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Now displaying: Page 1
Aug 30, 2017

Today we have a really great guest for you on the show. He is Jeffrey Ingraham, Vice President of Consultant Relations and a Portfolio Strategist at  Manning and Napier. Today he talks about a really important topic for investors, one that a lot of people don't really think about- Small Cap Stocks. A stock is generally classified as small if it has market capitalisation between three hundred million and two billion. If you're wondering what market capitalisation is, it's really quite simple-  it's the number of shares outstanding in a stock, multiplied by the share price, so it's basically the value. Listen in to find out what Jeff has to tell you about Small Cap Stocks.

 

Jeff has a really deep knowledge about this particular asset class. He's written a blog post, called Three Reasons To Invest In International Small Cap Equities, where he has cited three reasons to do so and these are: historical outperformance, growth opportunities at attractive evaluations and portfolio diversification. Listen in now,  as Jeff discusses these three good reasons for investing in Small Cap Stocks.

 

Show highlights:

 

  • Jeff explains the value in diversification.
  • Jeff explains why US investors diversified to begin with, should consider investing in Small Caps, outside of the US.
  • Jeff's take on owning both US and international investments.
  • Jeff discusses International Small Caps- an asset class that a lot of US investors don't even realise exist.
  • The importance of understanding how asset classes interact with each other.
  • The reason that you don't get true diversification by investing in the larger companies which are located outside of the US, anymore.
  • How to retain the less correlated asset classes with better diversification potential, by investing in International Small Caps.
  • You may have to sometimes invest in things which are unfamiliar to you, in order to get some diversification.
  • Getting comfortable with the idea of the type of business that you're investing in, rather than the name.
  • The consistent historical outperformance of Small Caps.
  • Jeff explains why the Small Caps have consistently outperformed.
  • Jeff discusses the growth rates of emerging markets.
  • Spreading your risks vs picking your stocks, within an asset class.
  • Jeff explains why the valuations on some of the International Small Caps are attractive.

 

Link:

 

Jeff's website: www.manning-napier.com 

 

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