MSCI World index

msci world index

The New Silicon Valley: Asian Markets

Frank Schwarz (MainFirst ) | Any investor approaching the subject of ETFs cannot ignore the MSCI World index. It is not only because of its high profile that this index makes its way into many portfolios seeking broad diversification. But how much diversification does the MSCI World really offer? Presented as a globally distributed investment with some 1,600 companies, around 65% of its weight is accounted for by the US,…


markets

Macro is priced in

A&G Banca | The last macro data from November are generally better , but as the indexes of economic surprises point out, the rebound is less remarkable than the consensus forecast.


Geopolitical risks for 2019

What recession?

Jessie J. (Unigestion) | Growth drivers have stabilised considerably since June, following the end of the slowdown that started in January 2018. The “mid-cycle” pause called by Fed Chair Jerome Powell has led to a one-of-a-kind situation: world growth remains decent while monetary policy has become once again incrementally more accommodative.