We move to a cautious outlook on global equities. During September, we are continuing to see risk factors build while equity valuations remain at extraordinarily high levels. While global earnings estimates for 2021 have provided a strong tailwind for markets in 2021, this impetus is ...
To date, 2021 has been as almost good as it gets for equity investors. Any slowdown in growth has yet to feed into consensus earnings forecasts which have continued to increase over the summer. Investors have few high-yielding alternatives for as long as real and nominal bond yiel...
The chief problem facing most of the world's developed economies today is the level of outstanding debt, both private and public. Demographics remain one of the most powerful drivers of long-term economic growth. Sustained inflation requires a permanent increase in demand relative...
Global business cycles are closely interconnected. Global business cycles are closely synchronized. Global equity markets respond accordingly. For further details see: Investing In Foreign Markets Sounds Exciting - But Isn't Always
By Ansh Chaudhary The ETF Deathwatch list decreased in size in January. Ten exchange-traded products ("ETPs") were added to the list, and 23 funds were removed. Of the removals, 17 were removed due to increased health and six were due to asset managers closing their funds. Equities continu...