Market View

Our point of view in current investment topics, from the conclusions of our research to hot market trends.

27.05.2019 | Investment newsletter

The Index Bogeyman

Over the last several years, index funds have received increased attention from investors and the financial media.

Some have even made claims that the increased usage of index funds may be distorting market prices. For many, this argument hinges on the premise that indexing reduces the efficacy of price discovery. If index funds are...

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25.04.2019 | Quarterly report

Quarterly Market Report Q1 2019

This report features world capital market performance and a timeline of events for the past quarter, plus the year in review. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

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04.04.2019 | Investment newsletter

Getting to the Point of a Point

A quick online search for “Dow rallies 500 points” yields a cascade of news stories with similar titles, as does a similar search for “Dow drops 500 points.”

These types of headlines may make little sense to some investors, given that a “point” for the Dow and what it means to an individual’s portfolio may be unclear. The potential for misunderstanding also...

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07.03.2019 | Investment newsletter

Déjà Vu All Over Again

Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities.

Over the years, these approaches have sought to capitalize on developments such as the perceived relative strength of particular geographic regions, technological changes in the economy, or the...

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12.02.2019 | Investment newsletter

2018 Market Review

After logging strong returns in 2017, global equity markets delivered negative returns in US dollar terms in 2018. Common news stories in 2018 included reports on global economic growth, corporate earnings, record low unemployment in the US, the implementation of Brexit, US trade wars with China and other countries, and a flattening US Treasury yield curve. Global equity...

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22.01.2019 | Quarterly report

Quarterly Market Report Q4 2018

This report features world capital market performance and a timeline of events for the past quarter, plus the year in review. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

 

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11.01.2019 | Investment newsletter

Why Should You Diversify?

As 2019 approaches, and with US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays in their portfolios.

For the five-year period ending October 31, 2018, the S&P 500 Index had an annualized return of 11.34% while the MSCI World ex USA Index returned 1.86%,...

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06.12.2018 | Investment newsletter

The Flat-Out Truth

What is a yield curve, and why are stock investors interested in its shape?

A yield curve gives a snapshot of how yields vary across bonds of similar credit quality, but different maturities, at a specific point in time. For example, the US Treasury yield curve indicates the yields of US Treasury bonds across a range of maturities. Bond yields change as markets digest news and events...

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06.11.2018 | Investment newsletter

Midterm Elections: What Do They Mean for Markets?

It’s almost Election Day in the US once again. For those who need a brief civics refresher, every two years the full US House of Representatives and one-third of the Senate are up for reelection.

While the outcomes of the elections are uncertain, one thing we can count on is that plenty of opinions and prognostications will be floated in the days to come. In...

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19.10.2018 | Quarterly report

Quarterly Market Report Q3 2018

This report features world capital market performance and a timeline of events for the past quarter, plus the year in review. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. 

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...

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