Global equity markets ended the year with a modestly positive return, but in the fourth quarter gave back much of the prior quarter’s gains. The large cap, MSCI World ex-USA Index fell -7.4%, which was slightly better than small cap performance with the MSCI World ex USA Small Cap Index down -7.9%. As has been
Read ArticleGlobal equity markets climbed steadily throughout the third quarter, despite a bout of intra-month volatility in August. The large cap, MSCI World ex-USA Index advanced 7.8%, but was finally sur- passed by very strong performance of the MSCI World ex USA Small Cap Index (+10.5%). Non-US markets benefited from a USD selloff, which erased all
Read ArticleRESEARCH ANALYST Q&A | AUGUST 2024 The Industrials sector offers investors unmatched diversity in types of companies to invest in — many of which are tied to basic needs, like infrastructure and energy. But how are these companies handling persistently higher inflation, global conflicts and political polarization, and a historically low unemployment rate? We asked
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Learn how the new US administration could impact the market and the risks and opportunities in AI.
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Fiscal conditions across state governments remain healthy as the sector heads into 2025.
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