Broker Check

Event Recap: International Wines and International Investing

March 24, 2016
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We had a wonderful event on March 22 where we discussed international investing over some delicious international wines. Our speaker from Oppenheimer Funds provided us with some excellent insight on the global economy and emerging markets.

Here are just a few of the largest points we discussed at our event. Stay tuned for our next Quarterly Conversations event in June! 

  • When it comes to international investing, think less about the country or region, but more about the global impact the company may have around the world, even domestically. For example, SAP in Germany creates data storage, but companies like Google and Facebook will benefit from their products.

  • Think of emerging markets using this analogy: when someone goes from the donkey, to the bicycle, to the moped, to the motorcycle, to the car, they don’t want to go back to the donkey. Currently, 9 of 10 people live in an emerging market.

  • Interest rate yields in Japan are negative, but the United States is not in the same boat. Japanese age demographics weigh largely to the older side in comparison to the average age in America.