Emerging economies account for a larger share of global GDP, corporate revenues, and profits than is reflected in the market capitalization
of global equity markets.
It would be difficult to conceive of a more meaningful topic for investors than the recent «correction» in
many global equity markets.
This is somewhat surprising given that global property stocks tend to have meaningfully higher volatility than the
broader global equity market.
Global markets have had a tumultuous start thus far in the first few trading days of 2016, with a number of factors affecting market sentiment,
triggering global equity markets to sell off.
Many won't forget the stellar
equity global equity market returns in 2013 of over 30 % in many parts of the world in the face of sluggish economic growth.
A portfolio
of global equity markets should be expected to produce a superior risk - adjusted return to any one region held in isolation.
Our research organization is structured to focus fundamental analysis on the factors that matter most
in global equity markets.
While
global equity markets as of the end of December 2014 still offered great value in our opinion (especially compared to generally expensive, low - yielding fixed income assets), that value is becoming increasingly selective.
Picking Your Battles Download PDF Seeking Protection Against Bears Instead of Corrections Recent
global equity market sell - offs, like those seen in the first quarters of both 2016 and 2018, justifiably generate media attention and -LSB-...]
Due to the global economic slowdown last year and the very strong U.S. dollar and Chinese yuan, we experienced a significant earnings recession for the S&P 500 and other
major global equity markets.
Stronger global equity markets contributed to the weakness in the Dollar early in the trading session as traders once again increased demand for more risky assets after reassessing U.S. economic data and the odds of an interest rate increase by the Federal Reserve.This morning, traders drove equities higher after taking a look at the U.S. em...
An updated version of the original paper that expands beyond the United States to
include global equity markets, Building a Carbon - Free Equity Portfolio, is now available.
The tumult that saw
global equity markets begin to fall at the beginning of February was triggered by U.S. jobs data that showed wages grew more than anticipated, raising worries that signs of higher inflation might push the U.S. Federal Reserve to increase interest rates more quickly.
While global equity markets as of the end of December 2014 still offered great value in our opinion (especially compared to generally expensive, low - yielding fixed income assets), that value is becoming increasingly selective.
Recent global equity market sell - offs, like those seen in the first quarters of both 2016 and 2018, justifiably generate media attention and investor concern.
US equity futures - which were in the red with
other global equity markets for most of the night - turned positive (S&P futures to 2678) just ahead of the NY open, helped by an upgrade of Merck by Goldman and an upgrade of Caterpillar by Citi.
Since
global equity markets hit a high on 25 January 2018, they have struggled to sustain that level, at the end of April 2018, the market is still down -6 % since those highs.
In general, we would expect the Canadian dollar to appreciate versus the US dollar amid an
improving global equity market, and this time is no different.
Here, the team takes a look at the events driving
global equity market action so far this year, and shares their value - oriented investment strategy in light of the conditions they currently see.
Stronger
global equity markets contributed to the earlier weakness in the Dollar as traders once again increased demand for more risky assets after reassessing U.S. economic data and the odds of an interest rate increase by the Federal Reserve.
In this webinar, sponsored by Scotia iTRADE, and presented by Bianca Baumann, attendees will learn about how Canada makes up less than 5 % of
global equity markets yet most Canadian investors have much more domestic equity exposure than that and thus are heavily exposed to volatile sectors like materials and energy.
The yellow metal has rallied almost 8 percent since mid-July reflecting a reduction in expectations for a U.S. rate hike in 2015, a spike in
global equity market volatility and lower U.S. long - term real rates.
Chinese stock market gyrations
impact global equity markets and all type of commodities and foreign currencies as traders «guess» what assets the Chinese might be selling to raise cash to meet stock market losses.
In August
global equity markets dropped after the China reported lower - than - expected growth leading the Chinese government to devalue the currency.
For the most part, it is a trying time for investors, especially for those retirees who live off of their investable assets, with fairly flat to negative returns
from global equity markets while bond and dividend yields remain painfully dismal.
Cumberland — which manages about US$ 1.5 billion — was quick to redeploy cash as soon as
global equity markets showed signs of strength in the post-meltdown period.