The only game in town is US equities - for now
Chart of the week
Chart of the week
U.S. dominance is real – but mean reversion is too (remember the 1980s)
The only game in town is US equities - for now
Chart of the week
Through crises and uncertainty, markets keep on climbing
Climbing the wall of worry: How equity markets have defied growing global uncertainty since 2009.
Chart of the week
Pension Funds & Insurers: 52% of the UK Market in 1993, < 5% today
Domestic institutional investors have deserted the UK equity market.
Chart of the week
The meteoric rise and fall of SPACs between 2019 and 2023
Who remembers the SPAC mania? A whirlwind frenzy that burned bright but faded fast.
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The US has an IPO problem – Tech and Biotech IPOs are disappearing
The US has an IPO problem - new issues are at multi-decade lows.
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Trump trades: the winners and losers from the US election
A week after the US election - the winners and losers.
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Record underperformance in Europe the day after Trump’s win
Trump’s victory cheered US investors but European investors felt uneasy.
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20 year returns broadly match EPS growth in Europe – higher in the US
How does growth in earnings relate to investor returns?
Chart of the week
Bullish on Europe? Buy SmallCap. Bearish on Europe? Buy LargeCap
How does revenue exposure change with size?