International investments in the environment are hot. Yesterday’s message looked at the five multi-currency portfolios we are tracking with the help of Jyske Bank and showed that green international investing is hot.
Just after sending that note, I received our regular international investments update from Jyske and as you can see below the green international; investments portfolio is beyond hot!
Here is the growth of the international investments portfolios month by month since last November including yesterday’s update.
International Investments Portfolios | ||||||
Portfolio 2007 |
Dec 29
|
Jan 30
|
Feb 6
|
Feb 26
|
March 8
|
March 27
|
Swiss Samba |
8.10%
|
10.18%
|
13.83%
|
20.49%
|
8.21%
|
16.15%
|
Emerging Market |
15.11%
|
14.83%
|
17.46%
|
19.61%
|
1.27%
|
12.81%
|
Dollar Short |
12.91%
|
9.71%
|
12.50%
|
18.17%
|
12.30%
|
20.12%
|
Dollar Neutral |
7.94%
|
12.63%
|
13.62%
|
20.28%
|
11.26%
|
16.58%
|
Green |
34.77%
|
50.08%
|
63.04%
|
86.22%
|
67.26%
|
86.86%
|
Our next Borrow Low-Deposit High International Investments Update will look at the reason behind this sudden recovery and especially what this means for US dollar and greenback related investors. You can learn how to subscribe to these international investments updates.
Fight Inflation with International Investments! Three major facts can be seen in the sudden turn around of these portfolios. First, investors are shedding the US dollar. Second, that they are still moving into emerging markets and third, that green investing is still the hottest of all.
This supports our decision to have international investments in Ecuador real estate at a time when others may be most worried. Real estate fights inflation. Emerging markets are growing much faster than major markets. The destruction of western fiscal responsibility and the ensuing inflation should be the great concern. Yet most investors get it wrong. They see safety in the greatest risk because the past is familiar. They equate familiarity with solidity and in a fast changing world this assumption is wrong.
Join us for our updated May 25 – 27, 2007 International Investments and Business and Investing Course in North Carolina. Thomas Fischer joins me to update global economics there. We will update our International investment portfolio there. Learn more about International Investments.