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Bailey McCann, Opalesque New York: Tumbling equity markets across the board contributed to nearly 5% of the losses investors saw in their portfolios in 2018, and losses weren't mitigated by fixed income investments, according to the annual Global Portfolio Barometer published today by Natixis' Portfolio Research and Consulting Group.
For US investors, their largest equity allocation to US equities was one of the "least-bad" markets in 2018, faring better than most major equity markets. However, US investors' second-largest allocation to global equities (ex-US) performed far worse, declining 14% for the year. The negative performance impact from US and global stocks, combined, meant that the falling equity markets hurt US investors the most compared to international peers.
Natixis analyzed "moderate-risk" or "balanced" model portfolios in seven nations and regions, including France, Germany, Italy, Latin America, Spain, the United Kingdom and the US. Italian investors, with the most conservative equity allocations among the nations studied, were rewarded with the least-negative performance (-3.2% on average) followed by Latin America (-4.4%), UK (-4.2%), France (?€'4.9%), US (-5.1%), Germany (-5.4%) and Spain (-5.9%).
Natixis found significant differences in asset allocations among moderate-risk model portfolios in different countries, meaning investors with similar risk tolerances might get completely different portfolios and risk exposure depending on where t...................... To view our full article Click here
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