The Bank of Ireland is the top performer year-to-date among the foreign bank stocks trading on the organized exchanges. The Governor and Company of the Bank of Ireland (IRE) is up by 29.15% YTD. Comparatively British banks such as Barclays(BCS), HSBC (HBC), Royal Bank of Scotland (RBS) and Llyods Bank(LYG) are all down between 4% and …
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The S&P 500 index is down 0.40% year-to-date in price terms. Brazil’s Bovespa and Mexico’s IPC Index are down 12.7% and 11.2% YTD respectively. Commodity-based Brazilian economy is suffering from slowdown in China. Chinese demand for many types of commodities such as iron, copper, etc. have fallen drastically in recent months leading to depressed prices …
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Every year Callan Associates publishes their famous The Callan Periodic Table of Investment Returns. Recently they updated the table with data for 2013. The Callan Periodic Table of Investment Returns for 2013 is shown below: Click to enlarge Source: Callan Associates As always this chart makes it clear that diversification among asset classes is important. For …
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Canada and Australia are two of the commodity-based developed economies. Canada depends heavily on the U.S., its top trading partner while the Australian economy is more tied to Asia especially resource-hungry China. Hence the economic growth of these two countries depend on the U.S. and China respectively. In terms of equity returns, how did …
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J.P. Morgan Asset Management publishes the Guide to the Markets report each quarter. The latest report for Q1, 2014 is out and investors can find useful information in this 71-page report which is full of interesting charts and tables. The Asset Class Returns chart for the period 2004 to 2013 is shown below: Click to …