As inflation fears have receded somewhat—though we’ll see in next week’s US CPI report how much they really have receded—European stocks have had a good start to the year. In the table below, I take the top 85% by market cap of large-mid firms from European...
So far this year, American stocks have outperformed Canadian stocks. In this post I'll look at recent performance of equities in the U.S. and Canada to understand what drove the difference between the two countries’ equity performance year-to-date. For this analysis, I start by taking the...
In our Quarterly Strategy Report, we illustrate the relative attractiveness of select developed international sectors. Prefer to download this presentation in PDF? Please click here. 1. Summary -Monetary policy is considerably more restrictive than many perceive. The San Francisco Federal Reserve has calculated a “Proxy Rate” that includes balance sheet...
As we noted yesterday, the US stock market has been the only game in town recently. The S&P 500 is up about 8% over the year and the median stock in the MSCI North America is up 7%. Meanwhile the median stock in the MSCI...
Success in investing can many times come down to avoiding the major losers rather than always hitting home runs with one’s winners. Correct sector allocation plays an important role in sidestepping potential landmines that out there in the market....
