% of Large-Cap Mutual Funds Outperforming their Benchmarks

% of Large-Cap Mutual Funds Outperforming their Benchmarks While coronavirus has shaken the stock market, 45% of large-cap mutual funds have outperformed their benchmarks year-to-date. Image: Goldman Sachs Global Investment Research

Europe’s Stocks Are Really Unloved

Europe’s Stocks Are Really Unloved Europe’s benchmark has lagged other major ones in recent years. But on the positive side: the valuation is low, Europe will not disintegrate, the rotation from bonds to equities has not yet begun, and there is a fairly good growth in 2019. Image: Bloomberg