Hong Kong – Protests, Disruptions, and Investment Implications

Clement K. Miller, CFA |
Wilmington Wire
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August 7, 2019—For over two months, residents of Hong Kong, a chief global financial hub, have been engaged in disruptive strikes and protests, including violent clashes with police. The latest disruptions occurred on Monday, August 6. Here, we explain the nature of the protests and discuss investment implications.

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International Stocks: The Rewards of Quality Earnings Growth

Clement K. Miller, CFA |
Wilmington Wire
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June 28, 2019—If you’ve been invested in international developed country stocks over the last ten years, you would have done much better investing in the international consumer staples, health care, and information technology sectors, rather than in financials or energy  (see Figure 1). Why has this been the case?

Figure : International developed stocks (MSCI EAFE) by sector

10-year annualized returns

 

Data as of May 31, 2019

The MSCI EAFE Index returned 6.

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