Global Equity

Analysis and insight on the leading developed markets

 

Global Sector Valuation

 

A summary of global sector valuation by earnings, cash flow, and dividend yield segmented by the United States, Global Developed ex-US, and Emerging Markets.

 

The Scorecard

A Daily Summary of Equity Market Returns.

Source: Data from IEX Cloud. CRM calculations. All returns are expressed in percent. One, Three, and Five-Year numbers are annualized rates. MTD = Month-to-Date. YTD = Year-to-Date. ETF represents indicative Exchange Traded Fund. Data updated at the end-of-day.

 

Global Sector Dashboards

 

Interactive dashboards of global sectors with risk factor models, scenario analysis, and simulation.

  • The Revival.

    The battle between the US and China continues unabated. With China's effective Pandemic response may suggest a new world order. Only time will tell.

  • Growth versus Value.

    Technology monopolies are concentrating investors in the US.

    Anti-trust action may reverse the trend, while technology proliferation augments value.

  • Fractured risk.

    China leads a market fractured further by the Pandemic. Country and sector selection is vital due to high dispersion.

  • A World Divided

    Large capitalization equities weathered the Pandemic due to favorable fiscal policy. The next frontier is country selection. Demographics is the key.

  • Alternate Reality

    The technology monopolies dominate the equity market and value appears dead. Technology proliferation and anti-trust action may alter the balance.

  • Risk Off.

    Capital needs a home. Europe may be the best of a poor lot. Policy responses will define the outcome. Risk management is crucial.

Equity Factor Models

Global equity market integration provides increased return opportunities to investors, while reducing the benefits from country diversification. Discover how factor models can help diversify an investment portfolio.

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