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February was another very strong month for global equities, with the US market enjoying its best month since October 2011. Global equities are now up by 5.1 per cent this year, exceeding even the heady pace of the 2012-14 advance, though this time the Eurozone (+ 14.7 per cent) has outpaced the US (+ 2.2 … Read entire story.
Source: Gavyn Davies
BloombergWe Tried to Re-Create JPMorgan's Mutual Fund Returns and Gave UpBloombergLast month at JPMorgan Chase's 2015 investor day—where executives discuss results for the previous year in front of analysts and shareholders—the bank displayed impressive numbers for the performance of its mutual funds. Pie charts in the asset …and …
By Tony SagamiApplied Materials. Boeing. Coach. Ford. Intel. McDonald’s. Nike. Pfizer.What do those household name companies have in common? Not much, other than that a huge part of the sales come from outside the US.Really, really huge.Collectively, the 500 companies in the S&P 500 get 46{04524d497bea0ade6defd1388b5c9b25998d95475e2938b4fa9d615e63ad1540} of their …
Peter Zeihan, geopolitical strategist and author at Zeihan on Geopolitics, joins Maggie Lake to discuss the emerging risks around the world, from recent attacks in the Middle East to ongoing conflicts like the Ukraine-Russia War and escalating tensions in Asia. More here > Source link