Welcome
Global Investing in the New World
Disclaimer
Habit Rules the Unreflecting Herd
Agenda
Emerging Markets
Common Based Returns
Emerging Markets - BRIC
"Has Everyone Constructed the Wrong Portfolio"
Emerging Markets - How to Invest
10 Year Risk and Return
Are Benchmarks Still Relevant?
Throughout History
Are Benchmarks Still Relevant? #2
Is the MSCI Emerging Market Appropriate?
10 Year Risk and Return
History Repeats
Industrial Average
Geographical Attack
5 Year Risk and Return Comparison
Alternative Global Investing
Alternative Global Investing #2
Alternative Global Investing #3
Gross Performance
Gross Performance #2
Conclusions
Habit Rules the Unreflecting Herd
Thank You
