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,…
Compared to American companies, European companies have a higher average dividend yield and lower valuations, which are attractive for those investors who prefer to be more defensive in the last stages of the cycle.
E-Toro | Saudi Arabia’s state-owned oil company, Saudi Aramco will be listed on the Saudi Stock Exchange (Tadawul) later this week on December 11th. Furthermore, the oil company is expected to price its initial public offering Thursday at the high end of the targeted range to give the oil giant a total value of $1.7 Tr. This would be the world’s biggest-ever IPO. These are the pros and cons we found about the firm.
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.
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.
Igor de Maack (Natixis) | Years of negative rates may well be coming to an end, with a reversal of investor sentiment for bonds over the last few weeks. In fact, the French 10-year rate is now verging on 0%. However, these years will leave their mark in terms of the extravagance of the monetary policies implemented for the purposes of “Saving Private Capitalism”, lost on the battlefield of excessive debt and driven into the trenches of complex finance.
According to a report about dividends from Allianz Global Investors, European companies have an investor-friendly dividend policy compared to their international peers. At the end of December 2018, their average dividend yield across all market segments (based on MSCI Europe) was around 3.8 %.
Financial markets in developed countries have suffered several difficult months of August this century. Therefore we should never be confident about August and this year there are reasons to face it with caution. In a brief series which starts today, Intermoney identifies the key elements of these potential risks.
After thirty years, with the MSCI emerging markets at a historical high, having outperformed developed markets for the past two years. What should we expect going forward ?
Caixin | After three years of rebuffs, China’s A-share market finally made it into MSCI Inc.’s global indexes. Here are some reactions to the breakthrough.