Performance of European Defensive vs. Economically Sensitive Stocks Since Global Financial Crisis

Defensive stocks perform well during periods of economic contractions and uncertainity. The sector comprising of stocks in the consumer staples and healthcare industries have outperformed sectors such as commodities that are sensitive to the economy since the global financial ciris of 2008-09 in the European context. Click to enlarge Source: Why high beer prices could give …

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The Impact of Central Bank Actions on US and European Stocks

US stocks have soared since the Global Financial Crisis(GFC) of 2008-09. The multi-year bull year market continues to move forward breaking records. Though many experts have been calling for a correction for many months now stocks are going up proving them incorrect. European stocks on the other hand have langished for years until this year. …

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Average Stock Holding Period on NYSE 1929 To 2016

The average stock holding period for stocks trading on the NYSE has declined to an astonishing 8.3 months as of December, 2016 according to an white paper published at MFS Investment Management Canada Limited. The curent holding period of less than a year is indeed shocking since stocks should be held for the long-term in order …

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Why Invest in European Stocks Now

European stocks have performed well so far this relative to US stocks and the past. According to a research report by Oppenheimer Funds, many factors tend to favor investing in European stocks relative to their US peers. The below chart shows compares the performance over the long-term. Click to enlarge Source: Oppenheimer Funds Download report: 9 Reasons …

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Comparing the Sector Composition of Emerging and Developed Market Indices

I came across the following table showing the sector weightings in the MSCI Emerging Markets Index and select developed market indices:     Click to enlarge Note: The data shown above are as of Dec, 2016. So the weightings may have changed since then. Some of the high-level observations from the above are: Canada’s TSX …

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