The bull market in U.S. equities since the Global Financial Crisis(GFC) seemingly remains strong despite many crises affecting the US and global economy in recent years. The most recent Turkey crisis has become another “dead on arrival” case. The question now on most investors’ mind is what is holding up US stocks so well and …
Continue reading ‘U.S. Bull and Bear Markets Since 1926: Chart’ »
Emerging equity markets outperformed developed markets until a few years ago. Since then emerging equities have lost their shine and now their developed peers are outperforming them as the chart below shows: Click to enlarge Source: Econosights – Should we worry about emerging markets?, AMP Capital
The Callan Periodic Table of Investment Returns is an excellent tool to analyze the returns of various asset classes and the importance of diversification The chart from for the time period 1998 to 2017 is shown below: Click to enlarge Source: Callan Associates
One of the biggest factors that impact investor returns with equity investing is selling out when markets correct. Patience and not panicking is the key to long-term success with stocks. Just as stocks can go up they go down as well. For instance, the S&P 500 has seen annual average declines of 13.8% since 1948. …
Continue reading ‘S&P 500 Intra-Year Declines and Annual Price Returns 1948 to 2017: Chart’ »
The 2018 Global Challengers list of companies from 2018 BCG Global Challengers: Digital Leapfrogs report. Click to enlarge Source: Meet the 2018 Global Challengers, Boston Consulting Group Some of the notable firms in the above list are Mercadolibre Inc(MELI) of Argentina,Fomento Economico Mexicano SAB (FMX) aka FEMSA of Mexico, Vina Concha y Toro SA (VCO) of Chile, PetroChina (PTR) of China, …