- During the third quarter, global equities rose by 6.7% in local currency terms, with most markets in positive territory.
- There are good reasons why ultralow interest rates and spending stimulus should continue to support stocks, in our view.
- For investors who haven't held large positions in the US growth giants, this year has been frustrating.
- Increasing concern about the dominance of the giant technology and technology-driven consumer companies is raising the risk of a regulatory crackdown.
For further details see:
Global Equities: Finding Broader Paths Through Narrow Markets