In today’s global economy, the tendency for stocks in different parts of the world to move in tandem is increasing, limiting the diversification benefits of investing based on geographic borders. Adding a global allocation, such as Oppenheimer Global Value Fund, may help deliver a number of rewards as it has the freedom to invest in the best companies anywhere in the world.
Access our latest infographic to learn more about the fund, its investment process and the many reasons why adding a global allocation to your portfolio mix may be a smart idea.
Foreign investments may be volatile and involve additional expenses and special risks, including currency fluctuations, foreign taxes and geopolitical risks. Emerging and developing market investments may be volatile. Due to the recent global economic crisis that caused financial difficulties for many European Union countries, Eurozone investments may be subject to volatility and liquidity issues. Investments in securities of growth companies may be especially volatile. Value investing involves the risk that undervalued securities may not appreciate as anticipated. Small and mid-sized company stock is typically more volatile than that of larger, more established businesses, as these stocks tend to be more sensitive to changes in earnings expectations. It may take a substantial period of time to realize a gain on an investment in a small or mid-sized company, if any gain is realized at all. Diversification does not guarantee profit or protect against loss.