Out With The Old, In With The New

Out With The Old, In With The New

🕔16:42, 23.Feb 2021

ince the Dutch East India Co.’s public share offering in 1602, public markets have allowed for people of all walks of life to help cultivate, contribute, and profit from a capitalistic system that has pulled many out of poverty. Over time, technological innovations have made markets more advanced and the barriers to …

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Asia & China Equities 2021 Outlook in 3-D

Asia & China Equities 2021 Outlook in 3-D

🕔14:46, 23.Feb 2021

Asia’s relatively effective pandemic control in 2020 has enabled a gradual normalisation of domestic demand. Asia remains the engine of global growth …

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China is closing the gap, but it is not a superpower on all fronts (yet)

China is closing the gap, but it is not a superpower on all fronts (yet)

🕔13:41, 23.Feb 2021

China has played a very important role – if not the most important role – in the global economy since 2000. Economic reforms and strong growth of the Chinese economy resulted in a global shift of the economic power balance.  During most of the 20th century China’s share of the global economy was …

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Will the Fed’s new policy framework bring higher inflation?

Will the Fed’s new policy framework bring higher inflation?

🕔12:52, 23.Feb 2021

In January, the US Federal Reserve affirmed its commitment to low interest rates for a prolonged period of time under its new monetary policy framework. If anything, with its renewed focus on “broad-based and inclusive” maximum employment and a goal of achieving inflation that averages 2% over time, the …

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Verdad: Emerging Markets Crisis Investing

Verdad: Emerging Markets Crisis Investing

🕔11:37, 23.Feb 2021

We studied every EM crisis since 1987 and found that it can be possible to reap excess returns by only investing in the two years immediatly after a crisis, an approach we call “crisis investing”. We define EM crisis as periods when major EM stock markets drew down al least 50%.

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Covid-19 index: when might life return to ‘normal’?

Covid-19 index: when might life return to ‘normal’?

🕔11:18, 23.Feb 2021

As one of the world’s largest economies the US is a key focus for investors. With every country attempting to return to normality following the coronavirus pandemic, we are monitoring when US economic activity might get back on track, as well as other measures of “normality” …

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Drivers of the Shanghai-London gold price discount and outlook for 2021

Drivers of the Shanghai-London gold price discount and outlook for 2021

🕔09:17, 23.Feb 2021

The COVID-19 pandemic has had a significant impact on China’s gold market, leading to a 27% y-o-y drop in the nation’s gold demand in 2020. 1 One consequence of such weakness was the widest …

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"Has the tide finally turned for #emergingmarkets #equities after a decade of trailing #US markets? It’s a question we often hear." 5 reasons why EM equities could power ahead in #2021 by @CapitalGroup -> https://www.opiniopro.com/2021/02/capital-group/5-reasons-why-em-equities-could-power-ahead-in-2021/

The underperformance of Value vs. Growth stocks explained

From the winter edition of our VBA Journaal, written by Jeroen Kakebeeke RBA, Investment Risk Manager at PGGM
#valueinvesting #growthinvesting

https://nieuws.cfavba.nl/publicaties/the-underperformance-of-value-vs-growth-stocks-explained/4a37e54d-5361-11eb-8a1e-005056b303d3

Reflation, Flation, What’s Your Nation? https://www.etftrends.com/model-portfolio-channel/reflation-flation-whats-your-nation/ #ETF #tracker

Not many places to hide last week, but #cyclical sectors held up relatively well amidst the backup in rates.

#financials
#industrials
#energy

@FactSet data

#MoneyMarketFunds that lend to #PrivateSector borrowers experienced large withdrawals during the financial stress of March 2020, but cumulative outflows differed considerably across funds https://www.bis.org/publ/qtrpdf/r_qt2103b.htm

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