Charles Sizemore gives his thoughts on how to invest in Europe to Bloomberg’s Guy Johnson, live in London.  To watch the interview, see Emerging Market Exposure via Europe

2 Responses
  1. The problem with exchange traded funds is not the funds its the methods used when buying a fund. Single country funds are great along with narrow sectors like steel or solar or coal among many others. The major problem is most investors invest in very broadly diversified funds instead of buying a single country fund or a narrow sector fund like steel after its been totally decimated in a severe bear market and has lost maybe 80% or more of its value. Were sort of talking about timing a sector fund or single country fund. Its just that the buying opportunities along with the potential profit opportunities can be so spectacular if someone invests in a narrow sector fund or single country fund thats had a tremendous decline.compared with investing in just some very broadly diversified group of exchange traded funds.