Trading between the European Union (EU) and the USA in goods and services is one of the largest between major trading blocks. For instance, in 2022 the EU exported more goods to the US than it imported from the US. The below infographic also shows that generally between these two partners have increased over the …
Continue reading ‘Trade Between the EU and US: Infographic’ »
One of the simplest and easiest strategies for reducing risk with investing is diversification across asset classes. In addition to equities, it is important to hold fixed-income assets in a portfolio. Bonds can provide a cushion during adverse market conditions and one can also reinvest coupon payments in equities for instance or reinvest in other …
Continue reading ‘Fixed-Income Annual Returns 2014 to 2023: Chart’ »
Stocks are the best asset class to own to build wealth over the long-term. I have posted many charts on how stocks recover after bear markets and that number of year of bull markets tend to outnumber the number of bear market years. Recently I came a chart showing the bull and bear markets in …
Continue reading ‘Bull and Bear Markets in Canadian Stocks: Chart’ »
In earlier posts we looked at the annual return charts for S&P 500 sectors, emerging markets and asset classes. Let’s wrap up the review with the final chart from Novel Investor for developed markets excluding the US. In 2023, Italy was the best performer followed by Spain and Denmark based on MSCI total returns for …
Continue reading ‘Developed Market Annual Returns from 2009 to 2023: Chart’ »
Callan has released the latest edition of The Periodic Table of Investment Returns chart. The 2023 chart shows the annual returns of key indices from 2004 to 2023 in order of performance for each year. Last year US large caps as denoted by the S&P 500 was the top performer with a return of over …
Continue reading ‘The Callan Periodic Table of Investment Returns 2004 To 2023: Chart’ »