The Markets March 15, 2011

Advisers Say Global Investments are Under-Weighted

A Franklin Templeton Investments survey found 71% of advisers believe the greatest investment opportunities over the next decade will be outside the U.S. 
Reported by

Of the 556 financial advisers in the U.S. who responded to Franklin Templeton’s survey, 92% believe that global resources and expertise will be essential to successfully manage investments this decade. The survey pointed to a flattening global economy and growth in emerging markets as causes behind this trend (see “Bullish Behavior towards Global Equities at New Highs”).

Sixty-three percent of U.S. advisers think that their clients’ portfolios are currently under-weighted in global funds and 83% expect the average amount of their clients’ investments to increase in global funds over the next three to five years.

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“We are witnessing a shift where financial advisers and investors increasingly consider global investing as a part of their core portfolio,” said David McSpadden, senior vice president of Global Advisory Services for Franklin Templeton Investments. “Continued expansion of international trade and growth of a new consumer class will drive change over the next decade. Financial advisers recognize these shifts and are selecting investments positioned to take advantage of opportunities fueled by global growth.”

 

Products March 15, 2011

RidgeWorth Produces Podcasts for Advisers

RidgeWorth Investments is introducing five monthly podcasts that will offer asset class updates and information for investment professionals. 
Reported by

RidgeWorth said the podcasts are interviews with industry experts. The topics include:

  • “The Fixed Income Market 5,” with Jim Keegan, CEO and CIO, Seix Investment Advisors
  • “The Equity Market 5,” with Don Wordell, mid-cap portfolio manager for Ceredex Value Advisors
  • “The Style Class Focus 5,” which provides an update on the market environment for a different style class each month
  • “The Plan Advisor Tools 5,” which provides information that’s pertinent to retirement plan advisers
  • The “RidgeWorth Commute” combines all four podcasts into one

RidgeWorth has made the podcasts available on its Web site (where the transcripts can be downloaded as well), as RSS feeds, or on iTunes. RidgeWorth is planning to produce the podcasts in the first half of every month to review the current market environment.   

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